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Opal Wealth Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Opal Wealth 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
Q4 		– Sell
-16,186
Closed -$242K – 207
2025
Q3 		$242K Hold
16,186
– – 0.07% 165
2025
Q2 		$264K Buy
+16,186
New +$253K 0.07% 158

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Opal Wealth Advisors's BIZD Position: Q4 2025 in Review

Opal Wealth Advisors sold out of VanEck BDC Income ETF (BIZD) in Q4 2025, closing a stake of 16,186 shares — an estimated $242K sold.

Opal Wealth Advisors first reported a position in BIZD in Q2 2025 and held it in 2 quarters. The position peaked at $264K in Q2 2025. 250 funds tracked by Wall St. Rank hold BIZD as of Q4 2025.

  • Opal Wealth Advisors reported no remaining VanEck BDC Income ETF position as of Q4 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 16,186 VanEck BDC Income ETF shares in Q4 2025, an estimated $242K.
  • Opal Wealth Advisors first reported a position in VanEck BDC Income ETF in Q2 2025 and held it in 2 quarters.
  • Opal Wealth Advisors's VanEck BDC Income ETF position peaked at $264K in Q2 2025.
  • 250 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2025.

Based on Opal Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.