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

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

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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

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

Cornerstone Planning Group's BIZD Position: Q1 2026 in Review

Cornerstone Planning Group increased its VanEck BDC Income ETF (BIZD) stake by 1.2% in Q1 2026, buying an estimated $27 and bringing the position to 167 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Cornerstone Planning Group first reported a position in BIZD in Q2 2024 and has held it in 8 quarters since. The position peaked at $62.3K in Q2 2024. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Cornerstone Planning Group held 167 shares of VanEck BDC Income ETF worth $2.22K as of Q1 2026.
Cornerstone Planning Group bought 2 VanEck BDC Income ETF shares in Q1 2026, an estimated $27.
VanEck BDC Income ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1279 holding.
Cornerstone Planning Group first reported a position in VanEck BDC Income ETF in Q2 2024 and has held it in 8 quarters since.
Cornerstone Planning Group's VanEck BDC Income ETF position peaked at $62.3K in Q2 2024.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.