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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

GAM

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

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 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

Delta Investment Management's BIZD Position: Q4 2025 in Review

Delta Investment Management sold out of VanEck BDC Income ETF (BIZD) in Q4 2025, closing a stake of 118,462 shares — an estimated $1.77M sold.

Delta Investment Management first reported a position in BIZD in Q1 2024 and held it in 7 quarters. The position peaked at $2.9M in Q2 2025. 251 funds tracked by Wall St. Rank hold BIZD as of Q4 2025.

Delta Investment Management reported no remaining VanEck BDC Income ETF position as of Q4 2025 after selling out during the quarter.
Delta Investment Management sold 118,462 VanEck BDC Income ETF shares in Q4 2025, an estimated $1.77M.
Delta Investment Management first reported a position in VanEck BDC Income ETF in Q1 2024 and held it in 7 quarters.
Delta Investment Management's VanEck BDC Income ETF position peaked at $2.9M in Q2 2025.
251 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2025.

Based on Delta Investment Management's 13F filing for Q4 2025, filed 30 Jan 2026.