GFS Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

GFS 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 Q2	$56.8K	Sell	121,000 -10,000	-8%	-$127K	0.01%	210
2026 Q1	$1.68M	Sell	131,000 -4,100	-3%	-$55.2K	0.21%	75
2025 Q4	$1.92M	Buy	135,100 +21,800	+19%	+$312K	0.23%	75
2025 Q3	$1.69M	Buy	113,300 +35,500	+46%	+$568K	0.22%	74
2025 Q2	$1.27M	Hold	77,800	–	–	0.17%	85
2025 Q1	$1.3M	Hold	77,800	–	–	0.26%	65
2024 Q4	$1.29M	Hold	77,800	–	–	0.2%	79
2024 Q3	$1.29M	Buy	77,800 +68,141	+705%	+$1.12M	0.27%	57
2024 Q2	$1.33M	Sell	9,659 -68,141	-88%	-$1.15M	0.21%	82
2024 Q1	$1.31M	Buy	77,800 +30,600	+65%	+$500K	0.22%	82
2023 Q4	$757K	Hold	47,200	–	–	0.11%	104
2023 Q3	$757K	Buy	+47,200	New	+$739K	0.12%	105

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

GFS Advisors's BIZD Position: Q2 2026 in Review

GFS Advisors reduced its VanEck BDC Income ETF (BIZD) stake by 7.6% in Q2 2026, selling an estimated $127K and leaving 121,000 shares worth $56.8K. The position accounts for 0.01% of the portfolio, ranked #210.

GFS Advisors first reported a position in BIZD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.92M in Q4 2025. 266 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

GFS Advisors held 121,000 shares of VanEck BDC Income ETF worth $56.8K as of Q2 2026.
GFS Advisors sold 10,000 VanEck BDC Income ETF shares in Q2 2026, an estimated $127K.
VanEck BDC Income ETF made up 0.01% of GFS Advisors's portfolio in Q2 2026, its #210 holding.
GFS Advisors first reported a position in VanEck BDC Income ETF in Q3 2023 and has held it in 12 quarters since.
GFS Advisors's VanEck BDC Income ETF position peaked at $1.92M in Q4 2025.
266 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on GFS Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.