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Capital Advisory Group Advisory Services’s VanEck BDC Income ETF BIZD Stock Holding History

Capital Advisory Group Advisory Services’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,423
Closed -$235K – 183
2025
Q2 		$235K Buy
14,423
+331
+2% +$5.18K 0.08% 158
2025
Q1 		$236K Sell
14,092
-308
-2% -$5.26K 0.09% 153
2024
Q4 		$239K Buy
+14,400
New +$238K 0.09% 157

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Capital Advisory Group Advisory Services's BIZD Position: Q3 2025 in Review

Capital Advisory Group Advisory Services sold out of VanEck BDC Income ETF (BIZD) in Q3 2025, closing a stake of 14,423 shares — an estimated $235K sold.

Capital Advisory Group Advisory Services first reported a position in BIZD in Q4 2024 and held it in 3 quarters. The position peaked at $239K in Q4 2024. 230 funds tracked by Wall St. Rank hold BIZD as of Q3 2025.

  • Capital Advisory Group Advisory Services reported no remaining VanEck BDC Income ETF position as of Q3 2025 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 14,423 VanEck BDC Income ETF shares in Q3 2025, an estimated $235K.
  • Capital Advisory Group Advisory Services first reported a position in VanEck BDC Income ETF in Q4 2024 and held it in 3 quarters.
  • Capital Advisory Group Advisory Services's VanEck BDC Income ETF position peaked at $239K in Q4 2024.
  • 230 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2025.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.