CW
BIZD icon

CreativeOne Wealth’s VanEck BDC Income ETF BIZD Stock Holding History

CreativeOne 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
Q1 		$645K Sell
50,423
-8,004
-14% -$108K 0.02% 713
2025
Q4 		$828K Sell
58,427
-39,421
-40% -$565K 0.02% 624
2025
Q3 		$1.46M Sell
97,848
-29,747
-23% -$476K 0.04% 419
2025
Q2 		$2.08M Sell
127,595
-15,343
-11% -$240K 0.05% 337
2025
Q1 		$2.4M Buy
142,938
+6,101
+4% +$104K 0.07% 264
2024
Q4 		$2.28M Buy
+136,837
New +$2.26M 0.07% 261
2020
Q2 		– Sell
-13,237
Closed -$124K – 247
2020
Q1 		$124K Buy
13,237
+3,008
+29% +$45.1K 0.02% 189
2019
Q4 		$171K Buy
+10,229
New +$170K 0.03% 217

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
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
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return