Carson Wealth (CWM LLC)
BIZD icon

Carson Wealth (CWM LLC)’s VanEck BDC Income ETF BIZD Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$66.4K Sell
5,186
-362,764
-99% -$4.88M ﹤0.01% 3598
2025
Q4 		$5.22M Buy
367,950
+340,546
+1,243% +$4.88M 0.01% 752
2025
Q3 		$409K Buy
27,404
+9,348
+52% +$149K ﹤0.01% 1913
2025
Q2 		$294K Buy
18,056
+16,408
+996% +$257K ﹤0.01% 1883
2025
Q1 		$28K Sell
1,648
-226
-12% -$3.86K ﹤0.01% 3432
2024
Q4 		$31K Buy
1,874
+251
+15% +$4.14K ﹤0.01% 3138
2024
Q3 		$27K Buy
1,623
+304
+23% +$4.99K ﹤0.01% 3166
2024
Q2 		$23K Buy
1,319
+646
+96% +$10.9K ﹤0.01% 3010
2024
Q1 		$11K Buy
+673
New +$11K ﹤0.01% 3263
2023
Q4 		– Sell
-600
Closed -$10K – 4141
2023
Q3 		$10K Hold
600
– – ﹤0.01% 3118
2023
Q2 		$9K Hold
600
– – ﹤0.01% 3121
2023
Q1 		$9K Buy
+600
New +$9.01K ﹤0.01% 2988
2022
Q3 		– Sell
-2,600
Closed -$39K – 3908
2022
Q2 		$39K Buy
2,600
+100
+4% +$1.64K ﹤0.01% 1738
2022
Q1 		$45K Buy
2,500
+1,414
+130% +$24.8K ﹤0.01% 1649
2021
Q4 		$19K Buy
+1,086
New +$18.8K ﹤0.01% 2011
2021
Q2 		$79K Hold
4,616
– – ﹤0.01% 1215
2021
Q1 		$79K Hold
4,616
– – ﹤0.01% 1215
2020
Q4 		$79K Hold
4,616
– – ﹤0.01% 1215
2020
Q3 		$79K Hold
4,616
– – ﹤0.01% 1215
2020
Q2 		$79K Hold
4,616
– – ﹤0.01% 1215
2020
Q1 		$79K Hold
4,616
– – ﹤0.01% 1215
2019
Q4 		$79K Hold
4,616
– – ﹤0.01% 1215
2019
Q3 		$79K Hold
4,616
– – ﹤0.01% 1215
2019
Q2 		$79K Hold
4,616
– – ﹤0.01% 1215
2019
Q1 		$79K Buy
+4,616
New +$73.8K ﹤0.01% 1215

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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BIZD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its VanEck BDC Income ETF (BIZD) stake by 99% in Q1 2026, selling an estimated $4.88M and leaving 5,186 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3598.

Carson Wealth (CWM LLC) first reported a position in BIZD in Q1 2019 and has held it in 25 quarters since. The position peaked at $5.22M in Q4 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,186 shares of VanEck BDC Income ETF worth $66.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 362,764 VanEck BDC Income ETF shares in Q1 2026, an estimated $4.88M.
  • VanEck BDC Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3598 holding.
  • Carson Wealth (CWM LLC) first reported a position in VanEck BDC Income ETF in Q1 2019 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s VanEck BDC Income ETF position peaked at $5.22M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.