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GWN Securities’s VanEck BDC Income ETF BIZD Stock Holding History

GWN Securities’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
Q2 		– Sell
-41,451
Closed -$665K – 433
2025
Q1 		$665K Buy
+41,451
New +$708K 0.04% 385

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

GWN Securities's BIZD Position: Q2 2025 in Review

GWN Securities sold out of VanEck BDC Income ETF (BIZD) in Q2 2025, closing a stake of 41,451 shares — an estimated $665K sold.

GWN Securities first reported a position in BIZD in Q1 2025 and held it in 1 quarter. The position peaked at $665K in Q1 2025. 236 funds tracked by Wall St. Rank hold BIZD as of Q2 2025.

  • GWN Securities reported no remaining VanEck BDC Income ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 41,451 VanEck BDC Income ETF shares in Q2 2025, an estimated $665K.
  • GWN Securities first reported a position in VanEck BDC Income ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's VanEck BDC Income ETF position peaked at $665K in Q1 2025.
  • 236 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.