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Investment Partners Asset Management’s VanEck BDC Income ETF BIZD Stock Holding History

Investment Partners Asset 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 		$1.2M Buy
95,101
+1,754
+2% +$22.2K 0.67% 43
2026
Q1 		$1.19M Sell
93,347
-1,026
-1% -$13.8K 0.74% 37
2025
Q4 		$1.34M Sell
94,373
-12,263
-11% -$176K 0.83% 33
2025
Q3 		$1.59M Buy
106,636
+283
+0.3% +$4.52K 1.05% 23
2025
Q2 		$1.73M Buy
106,353
+2,116
+2% +$33.1K 1.2% 21
2025
Q1 		$1.75M Buy
104,237
+198
+0.2% +$3.38K 1.37% 17
2024
Q4 		$1.73M Buy
104,039
+2,817
+3% +$46.5K 1.36% 16
2024
Q3 		$1.68M Sell
101,222
-215
-0.2% -$3.53K 1.37% 16
2024
Q2 		$1.74M Sell
101,437
-125
-0.1% -$2.1K 1.55% 12
2024
Q1 		$1.72M Sell
101,562
-2,000
-2% -$32.7K 1.55% 11
2023
Q4 		$1.66M Buy
+103,562
New +$1.62M 1.65% 9

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
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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

Investment Partners Asset Management's BIZD Position: Q2 2026 in Review

Investment Partners Asset Management increased its VanEck BDC Income ETF (BIZD) stake by 1.9% in Q2 2026, buying an estimated $22.2K and bringing the position to 95,101 shares worth $1.2M. The position accounts for 0.67% of the portfolio, ranked #43.

Investment Partners Asset Management first reported a position in BIZD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.75M in Q1 2025. 105 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Investment Partners Asset Management held 95,101 shares of VanEck BDC Income ETF worth $1.2M as of Q2 2026.
  • Investment Partners Asset Management bought 1,754 VanEck BDC Income ETF shares in Q2 2026, an estimated $22.2K.
  • VanEck BDC Income ETF made up 0.67% of Investment Partners Asset Management's portfolio in Q2 2026, its #43 holding.
  • Investment Partners Asset Management first reported a position in VanEck BDC Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Investment Partners Asset Management's VanEck BDC Income ETF position peaked at $1.75M in Q1 2025.
  • 105 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.