Jefferies Financial Group’s VanEck BDC Income ETF BIZD Stock Holding History

Jefferies Financial Group’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 Q3	–	Sell	-39,540	Closed	-$501K	–	1343
2026 Q2	$501K	Sell	39,540 -56,594	-59%	-$716K	﹤0.01%	1249
2026 Q1	$1.23M	Buy	96,134 +32,921	+52%	+$443K	0.01%	841
2025 Q4	$896K	Buy	63,213 +17,413	+38%	+$250K	﹤0.01%	1135
2025 Q3	$684K	Buy	45,800 +17,101	+60%	+$273K	﹤0.01%	990
2025 Q2	$467K	Buy	28,699 +11,330	+65%	+$177K	﹤0.01%	923
2025 Q1	$291K	Sell	17,369 -1,746	-9%	-$29.8K	﹤0.01%	1252
2024 Q4	$318K	Sell	19,115 -1,354	-7%	-$22.3K	﹤0.01%	1247
2024 Q3	$339K	Buy	20,469 +9,159	+81%	+$150K	﹤0.01%	1086
2024 Q2	$194K	Buy	+11,310	New	+$190K	﹤0.01%	1234

Other funds holding BIZD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Jefferies Financial Group's BIZD Position: Q3 2026 in Review

Jefferies Financial Group sold out of VanEck BDC Income ETF (BIZD) in Q3 2026, closing a stake of 39,540 shares — an estimated $501K sold.

Jefferies Financial Group first reported a position in BIZD in Q2 2024 and held it in 9 quarters. The position peaked at $1.23M in Q1 2026. 224 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

Jefferies Financial Group reported no remaining VanEck BDC Income ETF position as of Q3 2026 after selling out during the quarter.
Jefferies Financial Group sold 39,540 VanEck BDC Income ETF shares in Q3 2026, an estimated $501K.
Jefferies Financial Group first reported a position in VanEck BDC Income ETF in Q2 2024 and held it in 9 quarters.
Jefferies Financial Group's VanEck BDC Income ETF position peaked at $1.23M in Q1 2026.
224 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.