Cetera Investment Advisers
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Cetera Investment Advisers’s VanEck BDC Income ETF BIZD Stock Holding History

Cetera Investment Advisers’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 		$2.96M Sell
234,146
-12,188
-5% -$154K ﹤0.01% 2053
2026
Q1 		$3.15M Buy
246,334
+6,475
+3% +$87.2K ﹤0.01% 1852
2025
Q4 		$3.4M Sell
239,859
-56,312
-19% -$807K ﹤0.01% 1753
2025
Q3 		$4.42M Buy
296,171
+175,742
+146% +$2.81M 0.01% 1500
2025
Q2 		$1.96M Buy
120,429
+12,002
+11% +$188K ﹤0.01% 1862
2025
Q1 		$1.82M Sell
108,427
-15,179
-12% -$259K ﹤0.01% 1818
2024
Q4 		$2.06M Buy
123,606
+38,271
+45% +$631K ﹤0.01% 1634
2024
Q3 		$1.41M Sell
85,335
-16,793
-16% -$276K ﹤0.01% 1858
2024
Q2 		$1.75M Buy
102,128
+3,988
+4% +$67.1K ﹤0.01% 1669
2024
Q1 		$1.66M Buy
+98,140
New +$1.6M ﹤0.01% 1696
2023
Q2 		– Sell
-14,261
Closed -$211K – 2206
2023
Q1 		$211K Sell
14,261
-83
-0.6% -$1.25K ﹤0.01% 1922
2022
Q4 		$203K Buy
14,344
+3,125
+28% +$45.6K ﹤0.01% 1897
2022
Q3 		$152K Sell
11,219
-2,903
-21% -$45.3K ﹤0.01% 1536
2022
Q2 		$213K Sell
14,122
-4
-0% -$65 ﹤0.01% 1627
2022
Q1 		$253K Sell
14,126
-575
-4% -$10.1K ﹤0.01% 1572
2021
Q4 		$253K Sell
14,701
-1,314
-8% -$22.8K ﹤0.01% 1588
2021
Q3 		$275K Buy
16,015
+5
+0% +$86 ﹤0.01% 1498
2021
Q2 		$275K Buy
16,010
+2,784
+21% +$47K ﹤0.01% 1471
2021
Q1 		$214K Sell
13,226
-587
-4% -$8.89K ﹤0.01% 1435
2020
Q4 		$190K Buy
+13,813
New +$178K ﹤0.01% 1460

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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 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
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Cetera Investment Advisers's BIZD Position: Q2 2026 in Review

Cetera Investment Advisers reduced its VanEck BDC Income ETF (BIZD) stake by 4.9% in Q2 2026, selling an estimated $154K and leaving 234,146 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

Cetera Investment Advisers first reported a position in BIZD in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.42M in Q3 2025. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Cetera Investment Advisers held 234,146 shares of VanEck BDC Income ETF worth $2.96M as of Q2 2026.
  • Cetera Investment Advisers sold 12,188 VanEck BDC Income ETF shares in Q2 2026, an estimated $154K.
  • VanEck BDC Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2053 holding.
  • Cetera Investment Advisers first reported a position in VanEck BDC Income ETF in Q4 2020 and has held it in 20 quarters since.
  • Cetera Investment Advisers's VanEck BDC Income ETF position peaked at $4.42M in Q3 2025.
  • 268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.