Corient Private Wealth’s VanEck BDC Income ETF BIZD Stock Holding History

Corient Private Wealth’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	$240K	Buy	18,948 +407	+2%	+$5.15K	﹤0.01%	2701
2026 Q1	$219K	Buy	18,541 +7,575	+69%	+$102K	﹤0.01%	2506
2025 Q4	$155K	Sell	10,966 -13,962	-56%	-$200K	﹤0.01%	2468
2025 Q3	$372K	Buy	24,928 +5,562	+29%	+$88.9K	﹤0.01%	1984
2025 Q2	$315K	Buy	19,366 +8,348	+76%	+$131K	﹤0.01%	1961
2025 Q1	$185K	Buy	+11,018	New	+$188K	﹤0.01%	2091
2024 Q4	–	Sell	-10,957	Closed	-$181K	–	2377
2024 Q3	$181K	Buy	+10,957	New	+$180K	﹤0.01%	2242
2024 Q1	–	Sell	-13,475	Closed	-$216K	–	2290
2023 Q4	$216K	Sell	13,475 -8,300	-38%	-$130K	﹤0.01%	2035
2023 Q3	$349K	Buy	+21,775	New	+$341K	﹤0.01%	1679

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

Corient Private Wealth's BIZD Position: Q2 2026 in Review

Corient Private Wealth increased its VanEck BDC Income ETF (BIZD) stake by 2.2% in Q2 2026, buying an estimated $5.15K and bringing the position to 18,948 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #2701.

Corient Private Wealth first reported a position in BIZD in Q3 2023 and has held it in 9 quarters since. The position peaked at $372K in Q3 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Corient Private Wealth held 18,948 shares of VanEck BDC Income ETF worth $240K as of Q2 2026.
Corient Private Wealth bought 407 VanEck BDC Income ETF shares in Q2 2026, an estimated $5.15K.
VanEck BDC Income ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2701 holding.
Corient Private Wealth first reported a position in VanEck BDC Income ETF in Q3 2023 and has held it in 9 quarters since.
Corient Private Wealth's VanEck BDC Income ETF position peaked at $372K in Q3 2025.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.