Hicks Capital Management’s VanEck BDC Income ETF BIZD Stock Holding History

Hicks Capital Management’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	$131K	Buy	+10,386	New	+$131K	0.11%	39
2026 Q1	–	Sell	-10,000	Closed	-$142K	–	38
2025 Q4	$142K	Buy	+10,000	New	+$143K	0.14%	33

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

Hicks Capital Management's BIZD Position: Q2 2026 in Review

Hicks Capital Management opened a new position in VanEck BDC Income ETF (BIZD) in Q2 2026: 10,386 shares worth $131K. The stake represents 0.11% of the portfolio and ranks #39 among its holdings. This is a return to the name: Hicks Capital Management previously reported a position in BIZD as recently as Q4 2025.

Hicks Capital Management first reported a position in BIZD in Q4 2025 and has held it in 2 quarters since. The position peaked at $142K in Q4 2025. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Hicks Capital Management held 10,386 shares of VanEck BDC Income ETF worth $131K as of Q2 2026.
VanEck BDC Income ETF was a new Hicks Capital Management position in Q2 2026.
VanEck BDC Income ETF made up 0.11% of Hicks Capital Management's portfolio in Q2 2026, its #39 holding.
Hicks Capital Management first reported a position in VanEck BDC Income ETF in Q4 2025 and has held it in 2 quarters since.
Hicks Capital Management's VanEck BDC Income ETF position peaked at $142K in Q4 2025.
268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Hicks Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.