Cynosure Group’s VanEck BDC Income ETF BIZD Stock Holding History

Cynosure 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	–	Sell	-42,692	Closed	-$605K	–	229
2025 Q4	$605K	Sell	42,692 -130,467	-75%	-$1.87M	0.06%	109
2025 Q3	$2.59M	Buy	173,159 +16,720	+11%	+$267K	0.28%	42
2025 Q2	$2.55M	Buy	156,439 +3,207	+2%	+$50.2K	0.29%	42
2025 Q1	$2.57M	Buy	153,232 +34,432	+29%	+$588K	0.35%	36
2024 Q4	$1.98M	Buy	118,800 +5,834	+5%	+$96.2K	0.3%	46
2024 Q3	$1.87M	Buy	112,966 +32,406	+40%	+$532K	0.27%	48
2024 Q2	$1.38M	Buy	80,560 +60,228	+296%	+$1.01M	0.22%	58
2024 Q1	$344K	Buy	20,332 +1	+0%	+$16	0.06%	177
2023 Q4	$326K	Buy	+20,331	New	+$318K	0.06%	130

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFG

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

Cynosure Group's BIZD Position: Q1 2026 in Review

Cynosure Group sold out of VanEck BDC Income ETF (BIZD) in Q1 2026, closing a stake of 42,692 shares — an estimated $605K sold.

Cynosure Group first reported a position in BIZD in Q4 2023 and held it in 9 quarters. The position peaked at $2.59M in Q3 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Cynosure Group reported no remaining VanEck BDC Income ETF position as of Q1 2026 after selling out during the quarter.
Cynosure Group sold 42,692 VanEck BDC Income ETF shares in Q1 2026, an estimated $605K.
Cynosure Group first reported a position in VanEck BDC Income ETF in Q4 2023 and held it in 9 quarters.
Cynosure Group's VanEck BDC Income ETF position peaked at $2.59M in Q3 2025.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.