Cornerstone Planning Group’s VanEck BDC Income ETF BIZD Stock Holding History

Cornerstone Planning Group’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	$1.62K	Sell	130 -37	-22%	-$468	﹤0.01%	1376
2026 Q1	$2.22K	Buy	167 +2	+1%	+$27	﹤0.01%	1279
2025 Q4	$2.33K	Buy	165 +121	+275%	+$1.73K	﹤0.01%	1167
2025 Q3	$3.21K	Sell	44 -199	-82%	-$3.18K	﹤0.01%	1059
2025 Q2	$3.9K	Buy	243 +6	+3%	+$94	﹤0.01%	783
2025 Q1	$3.61K	Buy	237 +7	+3%	+$120	﹤0.01%	820
2024 Q4	$3.98K	Buy	230 +6	+3%	+$99	﹤0.01%	629
2024 Q3	$3.67K	Sell	224 -3,796	-94%	-$62.3K	﹤0.01%	642
2024 Q2	$62.3K	Buy	+4,020	New	+$67.7K	0.02%	175

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

Cornerstone Planning Group's BIZD Position: Q2 2026 in Review

Cornerstone Planning Group reduced its VanEck BDC Income ETF (BIZD) stake by 22% in Q2 2026, selling an estimated $468 and leaving 130 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Cornerstone Planning Group first reported a position in BIZD in Q2 2024 and has held it in 9 quarters since. The position peaked at $62.3K in Q2 2024. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Cornerstone Planning Group held 130 shares of VanEck BDC Income ETF worth $1.62K as of Q2 2026.
Cornerstone Planning Group sold 37 VanEck BDC Income ETF shares in Q2 2026, an estimated $468.
VanEck BDC Income ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1376 holding.
Cornerstone Planning Group first reported a position in VanEck BDC Income ETF in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's VanEck BDC Income ETF position peaked at $62.3K in Q2 2024.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.