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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
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
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