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

MKT 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
2025
Q2 		– Sell
-10,100
Closed -$144K – 171
2025
Q1 		$144K Sell
10,100
-1,000
-9% -$17.1K 0.07% 138
2024
Q4 		$189K Hold
11,100
– – 0.08% 145
2024
Q3 		$178K Hold
11,100
– – 0.08% 150
2024
Q2 		$187K Hold
11,100
– – 0.09% 146
2024
Q1 		$182K Hold
11,100
– – 0.1% 143
2023
Q4 		$182K Hold
11,100
– – 0.12% 144
2023
Q3 		$170K Hold
11,100
– – 0.13% 135
2023
Q2 		$175K Hold
11,100
– – 0.12% 134
2023
Q1 		$156K Hold
11,100
– – 0.12% 137
2022
Q4 		$166K Hold
11,100
– – 0.13% 139
2022
Q3 		$151K Hold
11,100
– – 0.13% 121
2022
Q2 		$168K Buy
11,100
+600
+6% +$9.82K 0.13% 132
2022
Q1 		$170K Buy
+10,500
New +$184K 0.13% 139

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MKT Advisors's BIZD Position: Q2 2025 in Review

MKT Advisors sold out of VanEck BDC Income ETF (BIZD) in Q2 2025, closing a stake of 10,100 shares — an estimated $144K sold.

MKT Advisors first reported a position in BIZD in Q1 2022 and held it in 13 quarters. The position peaked at $189K in Q4 2024. 236 funds tracked by Wall St. Rank hold BIZD as of Q2 2025.

  • MKT Advisors reported no remaining VanEck BDC Income ETF position as of Q2 2025 after selling out during the quarter.
  • MKT Advisors sold 10,100 VanEck BDC Income ETF shares in Q2 2025, an estimated $144K.
  • MKT Advisors first reported a position in VanEck BDC Income ETF in Q1 2022 and held it in 13 quarters.
  • MKT Advisors's VanEck BDC Income ETF position peaked at $189K in Q4 2024.
  • 236 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2025.

Based on MKT Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.