MWM
BIZD icon

Maridea Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Maridea Wealth 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
2025
Q4 		– Sell
-29,564
Closed -$415K – 413
2025
Q3 		$415K Sell
29,564
-403
-1% -$6.44K 0.06% 279
2025
Q2 		$488K Buy
29,967
+1,272
+4% +$19.9K 0.13% 160
2025
Q1 		$481K Buy
28,695
+170
+0.6% +$2.9K 0.16% 131
2024
Q4 		$474K Buy
+28,525
New +$470K 0.15% 117

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Maridea Wealth Management's BIZD Position: Q4 2025 in Review

Maridea Wealth Management sold out of VanEck BDC Income ETF (BIZD) in Q4 2025, closing a stake of 29,564 shares — an estimated $415K sold.

Maridea Wealth Management first reported a position in BIZD in Q4 2024 and held it in 4 quarters. The position peaked at $488K in Q2 2025. 250 funds tracked by Wall St. Rank hold BIZD as of Q4 2025.

  • Maridea Wealth Management reported no remaining VanEck BDC Income ETF position as of Q4 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 29,564 VanEck BDC Income ETF shares in Q4 2025, an estimated $415K.
  • Maridea Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2024 and held it in 4 quarters.
  • Maridea Wealth Management's VanEck BDC Income ETF position peaked at $488K in Q2 2025.
  • 250 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2025.

Based on Maridea Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.