Regatta Research & Money Management’s VanEck BDC Income ETF BIZD Stock Holding History

Regatta Research & Money 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	$401K	Buy	+31,707	New	+$401K	0.38%	52

Other funds holding BIZD

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 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

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Regatta Research & Money Management's BIZD Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in VanEck BDC Income ETF (BIZD) in Q2 2026: 31,707 shares worth $401K. The stake represents 0.38% of the portfolio and ranks #52 among its holdings.

195 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Regatta Research & Money Management held 31,707 shares of VanEck BDC Income ETF worth $401K as of Q2 2026.
VanEck BDC Income ETF was a new Regatta Research & Money Management position in Q2 2026.
VanEck BDC Income ETF made up 0.38% of Regatta Research & Money Management's portfolio in Q2 2026, its #52 holding.
195 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.