Janney Montgomery Scott
BIZD icon

Janney Montgomery Scott’s VanEck BDC Income ETF BIZD Stock Holding History

Janney Montgomery Scott’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 		$1.67M Buy
+132,163
New +$1.67M ﹤0.01% 1592
2026
Q1 		– Sell
-168,152
Closed -$2.38M – 2770
2025
Q4 		$2.38M Buy
168,152
+11,401
+7% +$163K 0.01% 1256
2025
Q3 		$2.34M Sell
156,751
-30,862
-16% -$493K 0.01% 1240
2025
Q2 		$3.05M Sell
187,613
-12,563
-6% -$197K 0.01% 1023
2025
Q1 		$3.35M Sell
200,176
-7,312
-4% -$125K 0.01% 931
2024
Q4 		$3.45M Buy
207,488
+97,477
+89% +$1.61M 0.01% 921
2024
Q3 		$1.82M Buy
110,011
+4,450
+4% +$73K 0.01% 1189
2024
Q2 		$1.81M Sell
105,561
-7,911
-7% -$133K 0.01% 1148
2024
Q1 		$1.92M Buy
113,472
+2,762
+2% +$45.1K 0.01% 1169
2023
Q4 		$1.78M Buy
+110,710
New +$1.73M 0.01% 1154
2023
Q3 		– Sell
-110,463
Closed -$1.7M – 2576
2023
Q2 		$1.7M Sell
110,463
-32,338
-23% -$473K 0.01% 1156
2023
Q1 		$2.12M Buy
142,801
+8,525
+6% +$128K 0.01% 957
2022
Q4 		$1.9M Buy
134,276
+15,703
+13% +$229K 0.01% 1044
2022
Q3 		$1.61M Buy
118,573
+8,767
+8% +$137K 0.01% 1073
2022
Q2 		$1.67M Buy
109,806
+74,488
+211% +$1.22M 0.01% 1008
2022
Q1 		$633K Buy
35,318
+15,788
+81% +$277K ﹤0.01% 1498
2021
Q4 		$336K Buy
19,530
+8,766
+81% +$152K ﹤0.01% 1943
2021
Q3 		$185K Buy
10,764
+295
+3% +$5.05K ﹤0.01% 2179
2021
Q2 		$180K Buy
10,469
+205
+2% +$3.46K ﹤0.01% 2152
2021
Q1 		$166K Buy
+10,264
New +$155K ﹤0.01% 2077
2020
Q2 		– Sell
-17,970
Closed -$168K – 1993
2020
Q1 		$168K Sell
17,970
-4,668
-21% -$70K ﹤0.01% 1705
2019
Q4 		$379K Buy
22,638
+834
+4% +$13.8K ﹤0.01% 1580
2019
Q3 		$368K Buy
21,804
+5,454
+33% +$89.9K ﹤0.01% 1565
2019
Q2 		$272K Sell
16,350
-70
-0.4% -$1.15K ﹤0.01% 1742
2019
Q1 		$269K Sell
16,420
-1
-0% -$16 ﹤0.01% 1718
2018
Q4 		$231K Sell
16,421
-2,800
-15% -$44.2K ﹤0.01% 1700
2018
Q3 		$328K Sell
19,221
-400
-2% -$6.83K ﹤0.01% 1659
2018
Q2 		$326K Sell
19,621
-4,000
-17% -$65.8K ﹤0.01% 1610
2018
Q1 		$384K Sell
23,621
-400
-2% -$6.51K ﹤0.01% 1471
2017
Q4 		$399K Sell
24,021
-955
-4% -$16.4K ﹤0.01% 1433
2017
Q3 		$446K Buy
24,976
+9,442
+61% +$167K 0.01% 1315
2017
Q2 		$285K Buy
+15,534
New +$287K ﹤0.01% 1461

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
CA
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

Janney Montgomery Scott's BIZD Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in VanEck BDC Income ETF (BIZD) in Q2 2026: 132,163 shares worth $1.67M. The stake represents ﹤0.01% of the portfolio and ranks #1592 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in BIZD as recently as Q4 2025.

Janney Montgomery Scott first reported a position in BIZD in Q2 2017 and has held it in 32 quarters since. The position peaked at $3.45M in Q4 2024. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Janney Montgomery Scott held 132,163 shares of VanEck BDC Income ETF worth $1.67M as of Q2 2026.
  • VanEck BDC Income ETF was a new Janney Montgomery Scott position in Q2 2026.
  • VanEck BDC Income ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1592 holding.
  • Janney Montgomery Scott first reported a position in VanEck BDC Income ETF in Q2 2017 and has held it in 32 quarters since.
  • Janney Montgomery Scott's VanEck BDC Income ETF position peaked at $3.45M in Q4 2024.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.