BFC Planning, Inc.’s VanEck BDC Income ETF BIZD Stock Holding History

BFC Planning, Inc.’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	–	Sell	-910	Closed	-$11.5K	–	3483
2026 Q2	$11.5K	Hold	910	–	–	﹤0.01%	2293
2026 Q1	$11.6K	Hold	910	–	–	﹤0.01%	1973
2025 Q4	$12.9K	Buy	910 +300	+49%	+$4.3K	﹤0.01%	1958
2025 Q3	$9.11K	Hold	610	–	–	﹤0.01%	1969
2025 Q2	$9.9K	Buy	610 +80	+15%	+$1.25K	﹤0.01%	1809
2025 Q1	$8.88K	Buy	530 +250	+89%	+$4.27K	﹤0.01%	1822
2024 Q4	$4.66K	Buy	+280	New	+$4.62K	﹤0.01%	2045

Other funds holding BIZD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

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

BFC Planning, Inc.'s BIZD Position: Q3 2026 in Review

BFC Planning, Inc. sold out of VanEck BDC Income ETF (BIZD) in Q3 2026, closing a stake of 910 shares — an estimated $11.5K sold.

BFC Planning, Inc. first reported a position in BIZD in Q4 2024 and held it in 7 quarters. The position peaked at $12.9K in Q4 2025. 224 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

BFC Planning, Inc. reported no remaining VanEck BDC Income ETF position as of Q3 2026 after selling out during the quarter.
BFC Planning, Inc. sold 910 VanEck BDC Income ETF shares in Q3 2026, an estimated $11.5K.
BFC Planning, Inc. first reported a position in VanEck BDC Income ETF in Q4 2024 and held it in 7 quarters.
BFC Planning, Inc.'s VanEck BDC Income ETF position peaked at $12.9K in Q4 2025.
224 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.