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BIZD icon

Naviter Wealth’s VanEck BDC Income ETF BIZD Stock Holding History

Naviter Wealth’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 		$9.35M Buy
738,897
+471,637
+176% +$5.97M 0.85% 25
2026
Q1 		$3.42M Sell
267,260
-282,253
-51% -$3.8M 0.43% 51
2025
Q4 		$7.79M Buy
549,513
+212,613
+63% +$3.05M 1.02% 20
2025
Q3 		$5.03M Sell
336,900
-501
-0.1% -$8.01K 0.59% 32
2025
Q2 		$5.49M Buy
337,401
+277,663
+465% +$4.35M 0.68% 28
2025
Q1 		$1.01M Buy
59,738
+29,154
+95% +$498K 0.12% 171
2024
Q4 		$509K Buy
+30,584
New +$504K 0.06% 205
2023
Q3 		– Sell
-11,641
Closed -$179K – 215
2023
Q2 		$179K Sell
11,641
-30,614
-72% -$448K 0.05% 221
2023
Q1 		$627K Sell
42,255
-27,636
-40% -$415K 0.22% 127
2022
Q4 		$1.06M Buy
+69,891
New +$1.02M 0.29% 85

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

Naviter Wealth's BIZD Position: Q2 2026 in Review

Naviter Wealth increased its VanEck BDC Income ETF (BIZD) stake by 176% in Q2 2026, buying an estimated $5.97M and bringing the position to 738,897 shares worth $9.35M. The position accounts for 0.85% of the portfolio, ranked #25.

Naviter Wealth first reported a position in BIZD in Q4 2022 and has held it in 10 quarters since. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Naviter Wealth held 738,897 shares of VanEck BDC Income ETF worth $9.35M as of Q2 2026.
  • Naviter Wealth bought 471,637 VanEck BDC Income ETF shares in Q2 2026, an estimated $5.97M.
  • VanEck BDC Income ETF made up 0.85% of Naviter Wealth's portfolio in Q2 2026, its #25 holding.
  • Naviter Wealth first reported a position in VanEck BDC Income ETF in Q4 2022 and has held it in 10 quarters since.
  • 268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.