Creekmur Asset Management’s VanEck BDC Income ETF BIZD Stock Holding History

Creekmur Asset Management’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
2025 Q3	$66	Hold	4	–	–	﹤0.01%	740
2025 Q2	$70	Hold	4	–	–	﹤0.01%	744
2025 Q1	$74	Sell	4 -1	-20%	-$17	﹤0.01%	681
2024 Q4	$85	Sell	5 -2	-29%	-$33	﹤0.01%	832
2024 Q3	$108	Sell	7 -610	-99%	-$10K	﹤0.01%	900
2024 Q2	$10.6K	Sell	617 -5,491	-90%	-$92.4K	﹤0.01%	493
2024 Q1	$103K	Sell	6,108 -3,215	-34%	-$52.5K	0.04%	167
2023 Q4	$150K	Buy	+9,323	New	+$146K	0.05%	164

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

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

GAM

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

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

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

IFG

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

MHFA

Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Creekmur Asset Management's BIZD Position: Q3 2025 in Review

Creekmur Asset Management held its VanEck BDC Income ETF (BIZD) position steady in Q3 2025 at 4 shares worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Creekmur Asset Management first reported a position in BIZD in Q4 2023 and has held it in 8 quarters since. The position peaked at $150K in Q4 2023. 230 funds tracked by Wall St. Rank hold BIZD as of Q3 2025.

Creekmur Asset Management held 4 shares of VanEck BDC Income ETF worth $66 as of Q3 2025.
Creekmur Asset Management left its VanEck BDC Income ETF share count unchanged in Q3 2025.
VanEck BDC Income ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #740 holding.
Creekmur Asset Management first reported a position in VanEck BDC Income ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's VanEck BDC Income ETF position peaked at $150K in Q4 2023.
230 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.