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

Glass Jacobson 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
2026
Q2 		$5.04K Hold
398
– – ﹤0.01% 513
2026
Q1 		$5.09K Hold
398
– – ﹤0.01% 504
2025
Q4 		$5.64K Hold
398
– – ﹤0.01% 489
2025
Q3 		$5.95K Hold
398
– – ﹤0.01% 481
2025
Q2 		$6.48K Hold
398
– – ﹤0.01% 458
2025
Q1 		$6.62K Hold
398
– – ﹤0.01% 642
2024
Q4 		$6.62K Buy
+398
New +$6.56K ﹤0.01% 642

Other funds holding BIZD

GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Glass Jacobson Investment Advisors's BIZD Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its VanEck BDC Income ETF (BIZD) position steady in Q2 2026 at 398 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Glass Jacobson Investment Advisors first reported a position in BIZD in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.62K in Q1 2025. 98 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Glass Jacobson Investment Advisors held 398 shares of VanEck BDC Income ETF worth $5.04K as of Q2 2026.
  • Glass Jacobson Investment Advisors left its VanEck BDC Income ETF share count unchanged in Q2 2026.
  • VanEck BDC Income ETF made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #513 holding.
  • Glass Jacobson Investment Advisors first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Glass Jacobson Investment Advisors's VanEck BDC Income ETF position peaked at $6.62K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.