Continuum Advisory’s VanEck BDC Income ETF BIZD Stock Holding History

Continuum Advisory’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 Q2	$8.1K	Buy	+640	New	+$8.1K	﹤0.01%	1324
2025 Q2	–	Sell	-1,254	Closed	-$21K	–	534
2025 Q1	$21K	Hold	1,254	–	–	﹤0.01%	844
2024 Q4	$20.9K	Hold	1,254	–	–	﹤0.01%	841
2024 Q3	$20.5K	Hold	1,254	–	–	﹤0.01%	841
2024 Q2	$21.5K	Hold	1,254	–	–	﹤0.01%	778
2024 Q1	$21.3K	Buy	+1,254	New	+$20.5K	﹤0.01%	764

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Continuum Advisory's BIZD Position: Q2 2026 in Review

Continuum Advisory opened a new position in VanEck BDC Income ETF (BIZD) in Q2 2026: 640 shares worth $8.1K. The stake represents ﹤0.01% of the portfolio and ranks #1324 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in BIZD as recently as Q1 2025.

Continuum Advisory first reported a position in BIZD in Q1 2024 and has held it in 6 quarters since. The position peaked at $21.5K in Q2 2024. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Continuum Advisory held 640 shares of VanEck BDC Income ETF worth $8.1K as of Q2 2026.
VanEck BDC Income ETF was a new Continuum Advisory position in Q2 2026.
VanEck BDC Income ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1324 holding.
Continuum Advisory first reported a position in VanEck BDC Income ETF in Q1 2024 and has held it in 6 quarters since.
Continuum Advisory's VanEck BDC Income ETF position peaked at $21.5K in Q2 2024.
268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.