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BIZD icon

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

NewEdge 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
2026
Q2 		$4.04M Buy
319,095
+83,527
+35% +$1.06M 0.01% 856
2026
Q1 		$3.02M Buy
235,568
+77,674
+49% +$1.05M 0.01% 903
2025
Q4 		$2.24M Sell
157,894
-195,317
-55% -$2.8M 0.01% 1016
2025
Q3 		$5.28M Sell
353,211
-26,949
-7% -$431K 0.02% 601
2025
Q2 		$6.19M Buy
380,160
+193,958
+104% +$3.04M 0.03% 502
2025
Q1 		$3.12M Sell
186,202
-262,039
-58% -$4.47M 0.02% 670
2024
Q4 		$7.45M Buy
448,241
+78,622
+21% +$1.3M 0.04% 382
2024
Q3 		$6.12M Sell
369,619
-11,584
-3% -$190K 0.04% 415
2024
Q2 		$6.52M Buy
381,203
+132,890
+54% +$2.24M 0.05% 364
2024
Q1 		$4.2M Sell
248,313
-4,504
-2% -$73.6K 0.04% 439
2023
Q4 		$4.16M Buy
252,817
+236,265
+1,427% +$3.69M 0.04% 410
2023
Q3 		$265K Buy
16,552
+479
+3% +$7.5K ﹤0.01% 1491
2023
Q2 		$247K Buy
16,073
+2,045
+15% +$29.9K ﹤0.01% 1546
2023
Q1 		$208K Sell
14,028
-5,439
-28% -$81.7K ﹤0.01% 1529
2022
Q4 		$275 Sell
19,467
-211
-1% -$3.08K ﹤0.01% 3258
2022
Q3 		$267K Buy
19,678
+3,042
+18% +$47.4K ﹤0.01% 1259
2022
Q2 		$251K Sell
16,636
-11,272
-40% -$184K ﹤0.01% 1292
2022
Q1 		$500K Buy
+27,908
New +$489K 0.01% 856
2021
Q3 		– Sell
-270,773
Closed -$4.65M – 1138
2021
Q2 		$4.65M Sell
270,773
-24,860
-8% -$420K 0.12% 175
2021
Q1 		$4.79M Sell
295,633
-52,962
-15% -$802K 0.14% 151
2020
Q4 		$4.79M Buy
348,595
+338,007
+3,192% +$4.36M 0.16% 141
2020
Q3 		$129K Sell
10,588
-79
-0.7% -$945 ﹤0.01% 863
2020
Q2 		$130K Buy
+10,667
New +$118K 0.01% 806

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

NewEdge Advisors's BIZD Position: Q2 2026 in Review

NewEdge Advisors increased its VanEck BDC Income ETF (BIZD) stake by 35% in Q2 2026, buying an estimated $1.06M and bringing the position to 319,095 shares worth $4.04M. The position accounts for 0.01% of the portfolio, ranked #856.

NewEdge Advisors first reported a position in BIZD in Q2 2020 and has held it in 23 quarters since. The position peaked at $7.45M in Q4 2024. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • NewEdge Advisors held 319,095 shares of VanEck BDC Income ETF worth $4.04M as of Q2 2026.
  • NewEdge Advisors bought 83,527 VanEck BDC Income ETF shares in Q2 2026, an estimated $1.06M.
  • VanEck BDC Income ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #856 holding.
  • NewEdge Advisors first reported a position in VanEck BDC Income ETF in Q2 2020 and has held it in 23 quarters since.
  • NewEdge Advisors's VanEck BDC Income ETF position peaked at $7.45M in Q4 2024.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.