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

Insight 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
2025 Q4	–	Sell	-13,131	Closed	-$196K	–	286
2025 Q3	$196K	Sell	13,131 -1,000	-7%	-$16K	0.03%	279
2025 Q2	$230K	Sell	14,131 -10,351	-42%	-$162K	0.04%	255
2025 Q1	$410K	Buy	24,482 +12,241	+100%	+$209K	0.07%	176
2024 Q4	$203K	Buy	+12,241	New	+$202K	0.03%	280

Other funds holding BIZD

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Two Sigma Investments New York $138B AUM 41.87% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Insight Advisors's BIZD Position: Q4 2025 in Review

Insight Advisors sold out of VanEck BDC Income ETF (BIZD) in Q4 2025, closing a stake of 13,131 shares — an estimated $196K sold.

Insight Advisors first reported a position in BIZD in Q4 2024 and held it in 4 quarters. The position peaked at $410K in Q1 2025. 250 funds tracked by Wall St. Rank hold BIZD as of Q4 2025.

Insight Advisors reported no remaining VanEck BDC Income ETF position as of Q4 2025 after selling out during the quarter.
Insight Advisors sold 13,131 VanEck BDC Income ETF shares in Q4 2025, an estimated $196K.
Insight Advisors first reported a position in VanEck BDC Income ETF in Q4 2024 and held it in 4 quarters.
Insight Advisors's VanEck BDC Income ETF position peaked at $410K in Q1 2025.
250 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2025.

Based on Insight Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.