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Concurrent Investment Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Concurrent Investment Advisors’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
Q3 		– Sell
-17,255
Closed -$281K – 1511
2025
Q2 		$281K Buy
17,255
+1,398
+9% +$21.9K 0.01% 1091
2025
Q1 		$266K Buy
+15,857
New +$271K 0.01% 984

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Concurrent Investment Advisors's BIZD Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of VanEck BDC Income ETF (BIZD) in Q3 2025, closing a stake of 17,255 shares — an estimated $281K sold.

Concurrent Investment Advisors first reported a position in BIZD in Q1 2025 and held it in 2 quarters. The position peaked at $281K in Q2 2025. 230 funds tracked by Wall St. Rank hold BIZD as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining VanEck BDC Income ETF position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 17,255 VanEck BDC Income ETF shares in Q3 2025, an estimated $281K.
  • Concurrent Investment Advisors first reported a position in VanEck BDC Income ETF in Q1 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's VanEck BDC Income ETF position peaked at $281K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.