Park Square Financial Group’s VanEck BDC Income ETF BIZD Stock Holding History

Park Square Financial Group’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	–	Sell	-44	Closed	-$563	–	215
2026 Q1	$563	Buy	44 +9	+26%	+$121	﹤0.01%	226
2025 Q4	$582	Buy	35 +9	+35%	+$129	﹤0.01%	217
2025 Q3	$388	Sell	26 -71	-73%	-$1.14K	﹤0.01%	238
2025 Q2	$1.58K	Buy	97 +80	+471%	+$1.25K	﹤0.01%	924
2025 Q1	$285	Sell	17 -77	-82%	-$1.31K	﹤0.01%	945
2024 Q4	$1.56K	Buy	+94	New	+$1.55K	﹤0.01%	869

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

Park Square Financial Group's BIZD Position: Q2 2026 in Review

Park Square Financial Group sold out of VanEck BDC Income ETF (BIZD) in Q2 2026, closing a stake of 44 shares — an estimated $563 sold.

Park Square Financial Group first reported a position in BIZD in Q4 2024 and held it in 6 quarters. The position peaked at $1.58K in Q2 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Park Square Financial Group reported no remaining VanEck BDC Income ETF position as of Q2 2026 after selling out during the quarter.
Park Square Financial Group sold 44 VanEck BDC Income ETF shares in Q2 2026, an estimated $563.
Park Square Financial Group first reported a position in VanEck BDC Income ETF in Q4 2024 and held it in 6 quarters.
Park Square Financial Group's VanEck BDC Income ETF position peaked at $1.58K in Q2 2025.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.