Foundations Investment Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Foundations Investment 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
2025 Q4	–	Sell	-325,824	Closed	-$4.87M	–	1115
2025 Q3	$4.87M	Buy	325,824 +20,370	+7%	+$326K	0.07%	216
2025 Q2	$4.97M	Sell	305,454 -41,322	-12%	-$647K	0.08%	202
2025 Q1	$5.81M	Buy	346,776 +6,231	+2%	+$106K	0.11%	180
2024 Q4	$5.66M	Buy	340,545 +71,401	+27%	+$1.18M	0.11%	171
2024 Q3	$4.46M	Buy	269,144 +35,420	+15%	+$581K	0.09%	186
2024 Q2	$4M	Buy	+233,724	New	+$3.93M	0.1%	165

Other funds holding BIZD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

Foundations Investment Advisors's BIZD Position: Q4 2025 in Review

Foundations Investment Advisors sold out of VanEck BDC Income ETF (BIZD) in Q4 2025, closing a stake of 325,824 shares — an estimated $4.87M sold.

Foundations Investment Advisors first reported a position in BIZD in Q2 2024 and held it in 6 quarters. The position peaked at $5.81M in Q1 2025. 250 funds tracked by Wall St. Rank hold BIZD as of Q4 2025.

Foundations Investment Advisors reported no remaining VanEck BDC Income ETF position as of Q4 2025 after selling out during the quarter.
Foundations Investment Advisors sold 325,824 VanEck BDC Income ETF shares in Q4 2025, an estimated $4.87M.
Foundations Investment Advisors first reported a position in VanEck BDC Income ETF in Q2 2024 and held it in 6 quarters.
Foundations Investment Advisors's VanEck BDC Income ETF position peaked at $5.81M in Q1 2025.
250 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.