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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
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
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 $5.35B AUM 43.78% 1-Year Est. Return