J. Safra Asset Management’s VanEck BDC Income ETF BIZD Stock Holding History

J. Safra 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	$2.93M	Buy	231,406 +6,134	+3%	+$77.6K	0.13%	55
2026 Q1	$2.88M	Buy	225,272 +9,159	+4%	+$123K	0.16%	46
2025 Q4	$3.06M	Buy	216,113 +32,254	+18%	+$462K	0.16%	48
2025 Q3	$2.75M	Buy	183,859 +91,782	+100%	+$1.47M	0.17%	39
2025 Q2	$1.5M	Buy	+92,077	New	+$1.44M	0.1%	43

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

J. Safra Asset Management's BIZD Position: Q2 2026 in Review

J. Safra Asset Management increased its VanEck BDC Income ETF (BIZD) stake by 2.7% in Q2 2026, buying an estimated $77.6K and bringing the position to 231,406 shares worth $2.93M. The position accounts for 0.13% of the portfolio, ranked #55.

J. Safra Asset Management first reported a position in BIZD in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.06M in Q4 2025. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

J. Safra Asset Management held 231,406 shares of VanEck BDC Income ETF worth $2.93M as of Q2 2026.
J. Safra Asset Management bought 6,134 VanEck BDC Income ETF shares in Q2 2026, an estimated $77.6K.
VanEck BDC Income ETF made up 0.13% of J. Safra Asset Management's portfolio in Q2 2026, its #55 holding.
J. Safra Asset Management first reported a position in VanEck BDC Income ETF in Q2 2025 and has held it in 5 quarters since.
J. Safra Asset Management's VanEck BDC Income ETF position peaked at $3.06M in Q4 2025.
268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.