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Endowment Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Endowment Wealth 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
2026
Q1 		$464K Buy
36,225
+1,955
+6% +$26.3K 0.21% 84
2025
Q4 		$486K Buy
34,270
+3,011
+10% +$43.1K 0.22% 85
2025
Q3 		$467K Buy
31,259
+6,058
+24% +$96.8K 0.21% 87
2025
Q2 		$410K Buy
25,201
+2,467
+11% +$38.6K 0.21% 88
2025
Q1 		$381K Sell
22,734
-321
-1% -$5.48K 0.25% 80
2024
Q4 		$383K Buy
23,055
+1,090
+5% +$18K 0.26% 78
2024
Q3 		$364K Sell
21,965
-1,491
-6% -$24.5K 0.24% 83
2024
Q2 		$401K Sell
23,456
-551
-2% -$9.27K 0.29% 71
2024
Q1 		$406K Sell
24,007
-1,171
-5% -$19.1K 0.3% 72
2023
Q4 		$404K Sell
25,178
-4,334
-15% -$67.8K 0.34% 68
2023
Q3 		$473K Sell
29,512
-2,172
-7% -$34K 0.42% 62
2023
Q2 		$487K Buy
31,684
+1,493
+5% +$21.8K 0.45% 60
2023
Q1 		$448K Sell
30,191
-308
-1% -$4.62K 0.45% 61
2022
Q4 		$432K Buy
30,499
+53
+0.2% +$774 0.48% 53
2022
Q3 		$413K Buy
30,446
+360
+1% +$5.61K 0.5% 55
2022
Q2 		$454K Buy
30,086
+955
+3% +$15.6K 0.55% 50
2022
Q1 		$522K Buy
29,131
+784
+3% +$13.7K 0.55% 46
2021
Q4 		$488K Buy
+28,347
New +$492K 0.49% 43

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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

Endowment Wealth Management's BIZD Position: Q1 2026 in Review

Endowment Wealth Management increased its VanEck BDC Income ETF (BIZD) stake by 5.7% in Q1 2026, buying an estimated $26.3K and bringing the position to 36,225 shares worth $464K. The position accounts for 0.21% of the portfolio, ranked #84.

Endowment Wealth Management first reported a position in BIZD in Q4 2021 and has held it in 18 quarters since. The position peaked at $522K in Q1 2022. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • Endowment Wealth Management held 36,225 shares of VanEck BDC Income ETF worth $464K as of Q1 2026.
  • Endowment Wealth Management bought 1,955 VanEck BDC Income ETF shares in Q1 2026, an estimated $26.3K.
  • VanEck BDC Income ETF made up 0.21% of Endowment Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Endowment Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2021 and has held it in 18 quarters since.
  • Endowment Wealth Management's VanEck BDC Income ETF position peaked at $522K in Q1 2022.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.