Cary Street Partners Investment Advisory’s VanEck BDC Income ETF BIZD Stock Holding History

Cary Street Partners Investment Advisory’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 Q2	$22.8K	Hold	1,800	–	–	﹤0.01%	654
2026 Q1	$23K	Hold	1,800	–	–	0.01%	603
2025 Q4	$25.5K	Buy	+1,800	New	+$25.8K	0.01%	571
2023 Q4	–	Sell	-743	Closed	-$11.9K	–	759
2023 Q3	$11.9K	Hold	743	–	–	﹤0.01%	1251
2023 Q2	$11.4K	Hold	743	–	–	﹤0.01%	1204
2023 Q1	$11K	Sell	743 -1,702	-70%	-$25.6K	﹤0.01%	1123
2022 Q4	$34.6K	Buy	+2,445	New	+$35.7K	﹤0.01%	834
2021 Q4	–	Sell	-11,027	Closed	-$189K	–	258
2021 Q3	$189K	Sell	11,027 -688	-6%	-$11.8K	0.06%	237
2021 Q2	$201K	Sell	11,715 -1,569	-12%	-$26.5K	0.07%	241
2021 Q1	$215K	Sell	13,284 -4,282	-24%	-$64.8K	0.09%	197
2020 Q4	$241K	Sell	17,566 -7,823	-31%	-$101K	0.05%	290
2020 Q3	$308K	Buy	+25,389	New	+$304K	0.07%	224

Other funds holding BIZD

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

BCP

Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return

Cary Street Partners Investment Advisory's BIZD Position: Q2 2026 in Review

Cary Street Partners Investment Advisory held its VanEck BDC Income ETF (BIZD) position steady in Q2 2026 at 1,800 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Cary Street Partners Investment Advisory first reported a position in BIZD in Q3 2020 and has held it in 12 quarters since. The position peaked at $308K in Q3 2020. 167 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Cary Street Partners Investment Advisory held 1,800 shares of VanEck BDC Income ETF worth $22.8K as of Q2 2026.
Cary Street Partners Investment Advisory left its VanEck BDC Income ETF share count unchanged in Q2 2026.
VanEck BDC Income ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #654 holding.
Cary Street Partners Investment Advisory first reported a position in VanEck BDC Income ETF in Q3 2020 and has held it in 12 quarters since.
Cary Street Partners Investment Advisory's VanEck BDC Income ETF position peaked at $308K in Q3 2020.
167 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.