Oppenheimer & Co’s VanEck BDC Income ETF BIZD Stock Holding History

Oppenheimer & Co’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	$1.2M	Buy	94,625 +79,172	+512%	+$1M	0.01%	855
2026 Q1	$198K	Sell	15,453 -226,987	-94%	-$3.06M	﹤0.01%	1580
2025 Q4	$3.44M	Buy	242,440 +228,093	+1,590%	+$3.27M	0.05%	388
2025 Q3	$214K	Hold	14,347	–	–	﹤0.01%	1514
2025 Q2	$234K	Hold	14,347	–	–	﹤0.01%	1445
2025 Q1	$240K	Sell	14,347 -2,777	-16%	-$47.4K	﹤0.01%	1375
2024 Q4	$285K	Hold	17,124	–	–	﹤0.01%	1291
2024 Q3	$284K	Buy	17,124 +3,316	+24%	+$54.4K	﹤0.01%	1265
2024 Q2	$236K	Sell	13,808 -3,349	-20%	-$56.4K	﹤0.01%	1284
2024 Q1	$290K	Buy	+17,157	New	+$280K	﹤0.01%	1197
2023 Q4	–	Sell	-13,028	Closed	-$209K	–	1394
2023 Q3	$209K	Buy	+13,028	New	+$204K	﹤0.01%	1251

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Oppenheimer & Co's BIZD Position: Q2 2026 in Review

Oppenheimer & Co increased its VanEck BDC Income ETF (BIZD) stake by 512% in Q2 2026, buying an estimated $1M and bringing the position to 94,625 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #855.

Oppenheimer & Co first reported a position in BIZD in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.44M in Q4 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Oppenheimer & Co held 94,625 shares of VanEck BDC Income ETF worth $1.2M as of Q2 2026.
Oppenheimer & Co bought 79,172 VanEck BDC Income ETF shares in Q2 2026, an estimated $1M.
VanEck BDC Income ETF made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #855 holding.
Oppenheimer & Co first reported a position in VanEck BDC Income ETF in Q3 2023 and has held it in 11 quarters since.
Oppenheimer & Co's VanEck BDC Income ETF position peaked at $3.44M in Q4 2025.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.