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 Q3	–	Sell	-130	Closed	-$1.62K	–	346
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

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Measured Risk Portfolios San Diego, California $93.8M AUM 7.05% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Cornerstone Planning Group's BIZD Position: Q3 2026 in Review

Cornerstone Planning Group sold out of VanEck BDC Income ETF (BIZD) in Q3 2026, closing a stake of 130 shares — an estimated $1.62K sold.

Cornerstone Planning Group first reported a position in BIZD in Q2 2024 and held it in 9 quarters. The position peaked at $62.3K in Q2 2024. 66 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

Cornerstone Planning Group reported no remaining VanEck BDC Income ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 130 VanEck BDC Income ETF shares in Q3 2026, an estimated $1.62K.
Cornerstone Planning Group first reported a position in VanEck BDC Income ETF in Q2 2024 and held it in 9 quarters.
Cornerstone Planning Group's VanEck BDC Income ETF position peaked at $62.3K in Q2 2024.
66 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.