Pasadena Private Wealth’s VanEck BDC Income ETF BIZD Stock Holding History

Pasadena Private Wealth’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	$838K	Buy	66,229 +4,724	+8%	+$59.8K	0.11%	107
2026 Q1	$787K	Buy	61,505 +11,339	+23%	+$153K	0.11%	100
2025 Q4	$711K	Buy	+50,166	New	+$719K	0.1%	99
2025 Q2	–	Sell	-35,382	Closed	-$593K	–	204
2025 Q1	$593K	Buy	+35,382	New	+$604K	0.11%	87

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

Pasadena Private Wealth's BIZD Position: Q2 2026 in Review

Pasadena Private Wealth increased its VanEck BDC Income ETF (BIZD) stake by 7.7% in Q2 2026, buying an estimated $59.8K and bringing the position to 66,229 shares worth $838K. The position accounts for 0.11% of the portfolio, ranked #107.

Pasadena Private Wealth first reported a position in BIZD in Q1 2025 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Pasadena Private Wealth held 66,229 shares of VanEck BDC Income ETF worth $838K as of Q2 2026.
Pasadena Private Wealth bought 4,724 VanEck BDC Income ETF shares in Q2 2026, an estimated $59.8K.
VanEck BDC Income ETF made up 0.11% of Pasadena Private Wealth's portfolio in Q2 2026, its #107 holding.
Pasadena Private Wealth first reported a position in VanEck BDC Income ETF in Q1 2025 and has held it in 4 quarters since.
266 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.