NW
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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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 $4.46B AUM 29.63% 1-Year Est. Return