Financial Management Network’s VanEck BDC Income ETF BIZD Stock Holding History

Financial Management Network’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 Q3	$2.26M	Sell	183,787 -735	-0.4%	-$9.5K	0.33%	59
2026 Q2	$2.35M	Buy	184,522 +13,796	+8%	+$175K	0.34%	58
2026 Q1	$2.1M	Buy	170,726 +4,364	+3%	+$58.8K	0.32%	57
2025 Q4	$2.37M	Sell	166,362 -20,147	-11%	-$289K	0.38%	53
2025 Q3	$2.67M	Buy	186,509 +2,283	+1%	+$36.5K	0.44%	50
2025 Q2	$2.99M	Buy	184,226 +5,858	+3%	+$91.7K	0.54%	44
2025 Q1	$2.54M	Buy	178,368 +17,546	+11%	+$300K	0.57%	45
2024 Q4	$2.69M	Buy	160,822 +1,413	+0.9%	+$23.3K	0.56%	42
2024 Q3	$2.59M	Buy	159,409 +16,439	+11%	+$270K	0.54%	46
2024 Q2	$2.43M	Buy	142,970 +20,408	+17%	+$343K	0.58%	35
2024 Q1	$1.98M	Buy	122,562 +5,289	+5%	+$86.4K	0.5%	42
2023 Q4	$1.92M	Buy	117,273 +12,364	+12%	+$193K	0.56%	38
2023 Q3	$1.57M	Buy	104,909 +16,384	+19%	+$256K	0.52%	38
2023 Q2	$1.33M	Buy	88,525 +9,823	+12%	+$144K	0.46%	42
2023 Q1	$1.12M	Buy	78,702 +847	+1%	+$12.7K	0.45%	43
2022 Q4	$1.13M	Sell	77,855 -191	-0.2%	-$2.79K	0.5%	39
2022 Q3	$1.11M	Sell	78,046 -2,475	-3%	-$38.6K	0.55%	37
2022 Q2	$1.22M	Sell	80,521 -2,165	-3%	-$35.4K	0.65%	35
2022 Q1	$1.46M	Buy	82,686 +6,270	+8%	+$110K	0.74%	28
2021 Q4	$1.33M	Buy	76,416 +10,456	+16%	+$181K	0.61%	39
2021 Q3	$1.12M	Buy	+65,960	New	+$1.13M	0.57%	45

Other funds holding BIZD

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Measured Risk Portfolios San Diego, California $93.8M AUM 7.05% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Financial Management Network's BIZD Position: Q3 2026 in Review

Financial Management Network reduced its VanEck BDC Income ETF (BIZD) stake by 0.4% in Q3 2026, selling an estimated $9.5K and leaving 183,787 shares worth $2.26M. The position accounts for 0.33% of the portfolio, ranked #59.

Financial Management Network first reported a position in BIZD in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.99M in Q2 2025. 66 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

Financial Management Network held 183,787 shares of VanEck BDC Income ETF worth $2.26M as of Q3 2026.
Financial Management Network sold 735 VanEck BDC Income ETF shares in Q3 2026, an estimated $9.5K.
VanEck BDC Income ETF made up 0.33% of Financial Management Network's portfolio in Q3 2026, its #59 holding.
Financial Management Network first reported a position in VanEck BDC Income ETF in Q3 2021 and has held it in 21 quarters since.
Financial Management Network's VanEck BDC Income ETF position peaked at $2.99M in Q2 2025.
66 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.