CWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$853K Buy
52,399
+13,707
+35% +$223K 0.01% 752
2025
Q1 		$648K Buy
38,692
+15,487
+67% +$260K 0.01% 741
2024
Q4 		$386K Buy
+23,205
New +$386K 0.01% 705