Money Concepts Capital’s VanEck BDC Income ETF BIZD Stock Holding History

Money Concepts Capital’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	-40,529	Closed	-$606K	–	522
2025 Q3	$606K	Buy	40,529 +3,692	+10%	+$59K	0.04%	299
2025 Q2	$600K	Buy	+36,837	New	+$577K	0.04%	283
2025 Q1	–	Sell	-38,066	Closed	-$633K	–	419
2024 Q4	$633K	Buy	+38,066	New	+$628K	0.05%	269
2024 Q3	–	Sell	-93,153	Closed	-$1.59M	–	399
2024 Q2	$1.59M	Buy	93,153 +2,840	+3%	+$47.8K	0.13%	157
2024 Q1	$1.53M	Sell	90,313 -3,304	-4%	-$54K	0.14%	176
2023 Q4	$1.5M	Buy	+93,617	New	+$1.46M	0.14%	169
2023 Q1	–	Sell	-4,238	Closed	-$60K	–	728
2022 Q4	$60K	Buy	+4,238	New	+$61.9K	﹤0.01%	1179
2022 Q2	–	Sell	-4,129	Closed	-$74K	–	1560
2022 Q1	$74K	Sell	4,129 -30,572	-88%	-$536K	﹤0.01%	1093
2021 Q4	$597K	Buy	+34,701	New	+$602K	0.05%	280
2021 Q1	–	Sell	-86,157	Closed	-$1.18M	–	718
2020 Q4	$1.18M	Buy	+86,157	New	+$1.11M	0.11%	165

Other funds holding BIZD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

Money Concepts Capital's BIZD Position: Q4 2025 in Review

Money Concepts Capital sold out of VanEck BDC Income ETF (BIZD) in Q4 2025, closing a stake of 40,529 shares — an estimated $606K sold.

Money Concepts Capital first reported a position in BIZD in Q4 2020 and held it in 10 quarters. The position peaked at $1.59M in Q2 2024. 250 funds tracked by Wall St. Rank hold BIZD as of Q4 2025.

Money Concepts Capital reported no remaining VanEck BDC Income ETF position as of Q4 2025 after selling out during the quarter.
Money Concepts Capital sold 40,529 VanEck BDC Income ETF shares in Q4 2025, an estimated $606K.
Money Concepts Capital first reported a position in VanEck BDC Income ETF in Q4 2020 and held it in 10 quarters.
Money Concepts Capital's VanEck BDC Income ETF position peaked at $1.59M in Q2 2024.
250 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2025.

Based on Money Concepts Capital's 13F filing for Q4 2025, filed 4 Feb 2026.