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&Partners’s VanEck BDC Income ETF BIZD Stock Holding History

&Partners’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 		$158K Buy
12,497
+2,365
+23% +$29.9K ﹤0.01% 2420
2026
Q1 		$130K Hold
10,132
– – ﹤0.01% 2319
2025
Q4 		$144K Buy
+10,132
New +$145K ﹤0.01% 2183

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

&Partners's BIZD Position: Q2 2026 in Review

&Partners increased its VanEck BDC Income ETF (BIZD) stake by 23% in Q2 2026, buying an estimated $29.9K and bringing the position to 12,497 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

&Partners first reported a position in BIZD in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • &Partners held 12,497 shares of VanEck BDC Income ETF worth $158K as of Q2 2026.
  • &Partners bought 2,365 VanEck BDC Income ETF shares in Q2 2026, an estimated $29.9K.
  • VanEck BDC Income ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2420 holding.
  • &Partners first reported a position in VanEck BDC Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.