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

Congress 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	$853K	Buy	52,399 +13,707	+35%	+$215K	0.01%	752
2025 Q1	$648K	Buy	38,692 +15,487	+67%	+$264K	0.01%	741
2024 Q4	$386K	Buy	+23,205	New	+$383K	0.01%	705

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

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

Congress Wealth Management increased its VanEck BDC Income ETF (BIZD) stake by 35% in Q2 2025, buying an estimated $215K and bringing the position to 52,399 shares worth $853K. The position accounts for 0.01% of the portfolio, ranked #752.

Congress Wealth Management first reported a position in BIZD in Q4 2024 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold BIZD as of Q2 2025.

Congress Wealth Management held 52,399 shares of VanEck BDC Income ETF worth $853K as of Q2 2025.
Congress Wealth Management bought 13,707 VanEck BDC Income ETF shares in Q2 2025, an estimated $215K.
VanEck BDC Income ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #752 holding.
Congress Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 3 quarters since.
237 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.