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
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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Continuum Advisory's BIZD Position: Q2 2025 in Review

Continuum Advisory sold out of VanEck BDC Income ETF (BIZD) in Q2 2025, closing a stake of 1,254 shares — an estimated $21K sold.

Continuum Advisory first reported a position in BIZD in Q1 2024 and held it in 5 quarters. The position peaked at $21.5K in Q2 2024. 236 funds tracked by Wall St. Rank hold BIZD as of Q2 2025.

Continuum Advisory reported no remaining VanEck BDC Income ETF position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 1,254 VanEck BDC Income ETF shares in Q2 2025, an estimated $21K.
Continuum Advisory first reported a position in VanEck BDC Income ETF in Q1 2024 and held it in 5 quarters.
Continuum Advisory's VanEck BDC Income ETF position peaked at $21.5K in Q2 2024.
236 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.