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CFO4Life Group’s VanEck BDC Income ETF BIZD Stock Holding History

CFO4Life Group’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 		$654K Buy
51,103
+18,555
+57% +$250K 0.1% 100
2025
Q4 		$462K Sell
32,548
-9,102
-22% -$130K 0.07% 134
2025
Q3 		$622K Buy
41,650
+4,243
+11% +$67.8K 0.09% 115
2025
Q2 		$609K Buy
37,407
+22,695
+154% +$355K 0.1% 113
2025
Q1 		$247K Buy
+14,712
New +$251K 0.04% 177
2023
Q1 		– Sell
-60,470
Closed -$856K – 166
2022
Q4 		$856K Buy
+60,470
New +$883K 0.18% 68

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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
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
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
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