James Investment Research’s VanEck BDC Income ETF BIZD Stock Holding History

James Investment Research’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	$425K	Buy	+33,583	New	+$425K	0.04%	282
2025 Q4	–	Sell	-27,874	Closed	-$416K	–	364
2025 Q3	$416K	Hold	27,874	–	–	0.05%	266
2025 Q2	$454K	Buy	+27,874	New	+$436K	0.05%	227
2025 Q1	–	Sell	-25,890	Closed	-$431K	–	329
2024 Q4	$431K	Buy	25,890 +138	+0.5%	+$2.28K	0.05%	227
2024 Q3	$426K	Buy	25,752 +535	+2%	+$8.78K	0.05%	234
2024 Q2	$431K	Hold	25,217	–	–	0.05%	229
2024 Q1	$426K	Hold	25,217	–	–	0.05%	229
2023 Q4	$404K	Buy	+25,217	New	+$394K	0.05%	224
2021 Q3	–	Sell	-27,164	Closed	-$466K	–	491
2021 Q2	$466K	Sell	27,164 -3,017	-10%	-$51K	0.04%	218
2021 Q1	$489K	Sell	30,181 -6,459	-18%	-$97.8K	0.04%	211
2020 Q4	$503K	Buy	+36,640	New	+$472K	0.05%	209

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

James Investment Research's BIZD Position: Q2 2026 in Review

James Investment Research opened a new position in VanEck BDC Income ETF (BIZD) in Q2 2026: 33,583 shares worth $425K. The stake represents 0.04% of the portfolio and ranks #282 among its holdings. This is a return to the name: James Investment Research previously reported a position in BIZD as recently as Q3 2025.

James Investment Research first reported a position in BIZD in Q4 2020 and has held it in 11 quarters since. The position peaked at $503K in Q4 2020. 266 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

James Investment Research held 33,583 shares of VanEck BDC Income ETF worth $425K as of Q2 2026.
VanEck BDC Income ETF was a new James Investment Research position in Q2 2026.
VanEck BDC Income ETF made up 0.04% of James Investment Research's portfolio in Q2 2026, its #282 holding.
James Investment Research first reported a position in VanEck BDC Income ETF in Q4 2020 and has held it in 11 quarters since.
James Investment Research's VanEck BDC Income ETF position peaked at $503K in Q4 2020.
266 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.