FFA
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Farther Finance Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Farther Finance Advisors’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 		$1.14M Sell
94,198
-1,967
-2% -$26.5K 0.01% 886
2025
Q4 		$1.36M Sell
96,165
-38,447
-29% -$551K 0.01% 744
2025
Q3 		$2.01M Buy
134,612
+133,243
+9,733% +$2.13M 0.03% 453
2025
Q2 		$22.3K Buy
+1,369
New +$21.4K ﹤0.01% 2611
2024
Q4 		– Sell
-7,847
Closed -$130K – 4018
2024
Q3 		$130K Buy
7,847
+166
+2% +$2.72K ﹤0.01% 1189
2024
Q2 		$128K Buy
7,681
+167
+2% +$2.81K 0.01% 1026
2024
Q1 		$122K Buy
7,514
+259
+4% +$4.23K 0.01% 876
2023
Q4 		$116K Buy
+7,255
New +$113K 0.01% 744

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $121B 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 $4.46B AUM 29.63% 1-Year Est. Return