CX Institutional
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CX Institutional’s VanEck BDC Income ETF BIZD Stock Holding History

CX Institutional’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
Q4 		– Sell
-637
Closed -$10K – 1523
2025
Q3 		$10K Buy
+637
New +$10.2K ﹤0.01% 1183

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CX Institutional's BIZD Position: Q4 2025 in Review

CX Institutional sold out of VanEck BDC Income ETF (BIZD) in Q4 2025, closing a stake of 637 shares — an estimated $10K sold.

CX Institutional first reported a position in BIZD in Q3 2025 and held it in 1 quarter. The position peaked at $10K in Q3 2025. 251 funds tracked by Wall St. Rank hold BIZD as of Q4 2025.

  • CX Institutional reported no remaining VanEck BDC Income ETF position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 637 VanEck BDC Income ETF shares in Q4 2025, an estimated $10K.
  • CX Institutional first reported a position in VanEck BDC Income ETF in Q3 2025 and held it in 1 quarter.
  • CX Institutional's VanEck BDC Income ETF position peaked at $10K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.