DIM
BIZD icon

Delta Investment Management’s VanEck BDC Income ETF BIZD Stock Holding History

Delta Investment 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
Q4 		– Sell
-118,462
Closed -$1.77M – 283
2025
Q3 		$1.77M Sell
118,462
-59,866
-34% -$957K 0.32% 59
2025
Q2 		$2.9M Buy
178,328
+16,247
+10% +$254K 0.56% 37
2025
Q1 		$2.72M Buy
162,081
+38,407
+31% +$656K 0.55% 40
2024
Q4 		$2.06M Buy
123,674
+32,400
+35% +$534K 0.4% 47
2024
Q3 		$1.51M Buy
91,274
+10,453
+13% +$172K 0.31% 54
2024
Q2 		$1.38M Buy
80,821
+38,903
+93% +$655K 0.31% 54
2024
Q1 		$708K Buy
+41,918
New +$685K 0.16% 97

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 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 $5.35B AUM 43.78% 1-Year Est. Return