Lido Advisors
BIZD icon

Lido Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Lido Advisors’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 		$2.9M Sell
229,246
-333,114
-59% -$4.22M 0.01% 672
2026
Q1 		$7.2M Sell
562,360
-12,343
-2% -$166K 0.02% 384
2025
Q4 		$8.32M Buy
574,703
+348,981
+155% +$5M 0.02% 354
2025
Q3 		$3.37M Buy
225,722
+151,816
+205% +$2.43M 0.01% 536
2025
Q2 		$1.2M Sell
73,906
-474
-0.6% -$7.42K ﹤0.01% 768
2025
Q1 		$1.25M Buy
74,380
+4,512
+6% +$77K 0.01% 685
2024
Q4 		$1.16M Sell
69,868
-43,406
-38% -$716K 0.01% 706
2024
Q3 		$1.88M Buy
113,274
+5,894
+5% +$96.7K 0.01% 487
2024
Q2 		$1.84M Buy
107,380
+47,105
+78% +$793K 0.01% 475
2024
Q1 		$1.02M Buy
+60,275
New +$985K 0.01% 645
2022
Q4 		– Sell
-22,444
Closed -$304K – 1035
2022
Q3 		$304K Hold
22,444
– – ﹤0.01% 746
2022
Q2 		$338K Sell
22,444
-2,350
-9% -$38.5K ﹤0.01% 681
2022
Q1 		$444K Hold
24,794
– – ﹤0.01% 633
2021
Q4 		$426K Sell
24,794
-5,764
-19% -$99.9K ﹤0.01% 671
2021
Q3 		$524K Sell
30,558
-12,334
-29% -$211K 0.01% 578
2021
Q2 		$736K Buy
42,892
+200
+0.5% +$3.38K 0.01% 447
2021
Q1 		$692K Hold
42,692
– – 0.01% 424
2020
Q4 		$600K Hold
42,692
– – 0.01% 439
2020
Q3 		$519K Sell
42,692
-7,881
-16% -$94.2K 0.01% 369
2020
Q2 		$614K Sell
50,573
-7,000
-12% -$77.6K 0.02% 311
2020
Q1 		$537K Buy
57,573
+5,979
+12% +$89.6K 0.02% 311
2019
Q4 		$883K Buy
51,594
+22,050
+75% +$366K 0.04% 285
2019
Q3 		$498K Buy
29,544
+17,805
+152% +$294K 0.03% 330
2019
Q2 		$195K Hold
11,739
– – 0.01% 520
2019
Q1 		$192K Buy
+11,739
New +$188K 0.01% 501

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

Lido Advisors's BIZD Position: Q2 2026 in Review

Lido Advisors reduced its VanEck BDC Income ETF (BIZD) stake by 59% in Q2 2026, selling an estimated $4.22M and leaving 229,246 shares worth $2.9M. The position accounts for 0.01% of the portfolio, ranked #672.

Lido Advisors first reported a position in BIZD in Q1 2019 and has held it in 25 quarters since. The position peaked at $8.32M in Q4 2025. 266 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Lido Advisors held 229,246 shares of VanEck BDC Income ETF worth $2.9M as of Q2 2026.
  • Lido Advisors sold 333,114 VanEck BDC Income ETF shares in Q2 2026, an estimated $4.22M.
  • VanEck BDC Income ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #672 holding.
  • Lido Advisors first reported a position in VanEck BDC Income ETF in Q1 2019 and has held it in 25 quarters since.
  • Lido Advisors's VanEck BDC Income ETF position peaked at $8.32M in Q4 2025.
  • 266 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.