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Centricity Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Centricity Wealth Management’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
Q2 		$37.9K Sell
2,330
-4,900
-68% -$76.7K 0.03% 196
2025
Q1 		$121K Buy
7,230
+1,115
+18% +$19K 0.11% 103
2024
Q4 		$102K Buy
+6,115
New +$101K 0.09% 113

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Centricity Wealth Management's BIZD Position: Q2 2025 in Review

Centricity Wealth Management reduced its VanEck BDC Income ETF (BIZD) stake by 68% in Q2 2025, selling an estimated $76.7K and leaving 2,330 shares worth $37.9K. The position accounts for 0.03% of the portfolio, ranked #196.

Centricity Wealth Management first reported a position in BIZD in Q4 2024 and has held it in 3 quarters since. The position peaked at $121K in Q1 2025. 237 funds tracked by Wall St. Rank hold BIZD as of Q2 2025.

  • Centricity Wealth Management held 2,330 shares of VanEck BDC Income ETF worth $37.9K as of Q2 2025.
  • Centricity Wealth Management sold 4,900 VanEck BDC Income ETF shares in Q2 2025, an estimated $76.7K.
  • VanEck BDC Income ETF made up 0.03% of Centricity Wealth Management's portfolio in Q2 2025, its #196 holding.
  • Centricity Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's VanEck BDC Income ETF position peaked at $121K in Q1 2025.
  • 237 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.