CoreCap Advisors
BIZD icon

CoreCap Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

CoreCap 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
2026
Q3 		$12K Sell
930
-2,539
-73% -$32.9K ﹤0.01% 2005
2026
Q2 		$43.9K Buy
3,469
+11
+0.3% +$139 ﹤0.01% 1462
2026
Q1 		$44.3K Buy
3,458
+136
+4% +$1.83K ﹤0.01% 1362
2025
Q4 		$47.1K Sell
3,322
-325
-9% -$4.66K ﹤0.01% 1365
2025
Q3 		$54.5K Sell
3,647
-29
-0.8% -$464 ﹤0.01% 1293
2025
Q2 		$59.8K Buy
3,676
+165
+5% +$2.58K ﹤0.01% 1171
2025
Q1 		$58.8K Buy
3,511
+289
+9% +$4.94K ﹤0.01% 1111
2024
Q4 		$53.6K Buy
3,222
+722
+29% +$11.9K ﹤0.01% 1157
2024
Q3 		$41.4K Sell
2,500
-18,106
-88% -$297K ﹤0.01% 1271
2024
Q2 		$353K Buy
20,606
+17,106
+489% +$288K 0.04% 281
2024
Q1 		$59.2K Buy
+3,500
New +$57.2K ﹤0.01% 1046
2022
Q4 		$14.2K Buy
+1,000
New +$14.6K ﹤0.01% 1423
2022
Q3 		– Sell
-1,957
Closed -$30K – 700
2022
Q2 		$30K Buy
+1,957
New +$32K ﹤0.01% 1101
2022
Q1 		– Sell
-1,957
Closed -$34K – 710
2021
Q4 		$34K Buy
+1,957
New +$33.9K ﹤0.01% 1129

Other funds holding BIZD

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Measured Risk Portfolios
Measured Risk Portfolios San Diego, California $93.8M AUM 7.05% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

CoreCap Advisors's BIZD Position: Q3 2026 in Review

CoreCap Advisors reduced its VanEck BDC Income ETF (BIZD) stake by 73% in Q3 2026, selling an estimated $32.9K and leaving 930 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

CoreCap Advisors first reported a position in BIZD in Q4 2021 and has held it in 14 quarters since. The position peaked at $353K in Q2 2024. 66 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

  • CoreCap Advisors held 930 shares of VanEck BDC Income ETF worth $12K as of Q3 2026.
  • CoreCap Advisors sold 2,539 VanEck BDC Income ETF shares in Q3 2026, an estimated $32.9K.
  • VanEck BDC Income ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2005 holding.
  • CoreCap Advisors first reported a position in VanEck BDC Income ETF in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's VanEck BDC Income ETF position peaked at $353K in Q2 2024.
  • 66 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.