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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
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank Julius Baer & Co
Zurich, Switzerland
$33.2B AUM
25.01%
1-Year Est. Return
GAM
Generali Asset Management
Trieste, Italy
$4.79B AUM
26.21%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
CA
Cambridge Associates
Boston, Massachusetts
$6.27B AUM
14.78%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
IFG
Independent Financial Group
San Diego, California
$4.46B AUM
29.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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