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Perennial Investment Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Perennial Investment Advisors’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 		$1.09M Buy
85,449
+2,784
+3% +$37.5K 0.09% 186
2025
Q4 		$1.17M Sell
82,665
-10,393
-11% -$149K 0.09% 174
2025
Q3 		$1.39M Buy
93,058
+18,638
+25% +$298K 0.11% 146
2025
Q2 		$1.21M Sell
74,420
-3,316
-4% -$51.9K 0.12% 157
2025
Q1 		$1.3M Buy
77,736
+13,142
+20% +$224K 0.15% 130
2024
Q4 		$1.07M Buy
64,594
+106
+0.2% +$1.75K 0.13% 138
2024
Q3 		$1.07M Sell
64,488
-222
-0.3% -$3.64K 0.14% 125
2024
Q2 		$1.11M Buy
64,710
+2,945
+5% +$49.6K 0.16% 110
2024
Q1 		$1.04M Buy
61,765
+2,935
+5% +$48K 0.16% 104
2023
Q4 		$944K Buy
58,830
+7,291
+14% +$114K 0.16% 110
2023
Q3 		$826K Buy
51,539
+8,986
+21% +$141K 0.15% 119
2023
Q2 		$654K Buy
42,553
+951
+2% +$13.9K 0.12% 148
2023
Q1 		$617K Buy
41,602
+22,584
+119% +$339K 0.11% 150
2022
Q4 		$269K Buy
19,018
+228
+1% +$3.33K 0.11% 161
2022
Q3 		$255K Sell
18,790
-1,533
-8% -$23.9K 0.12% 153
2022
Q2 		$306K Sell
20,323
-4,499
-18% -$73.6K 0.12% 138
2022
Q1 		$446K Buy
24,822
+13,028
+110% +$228K 0.14% 124
2021
Q4 		$205K Buy
+11,794
New +$205K 0.06% 212

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $5.53B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B 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

Perennial Investment Advisors's BIZD Position: Q1 2026 in Review

Perennial Investment Advisors increased its VanEck BDC Income ETF (BIZD) stake by 3.4% in Q1 2026, buying an estimated $37.5K and bringing the position to 85,449 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #186.

Perennial Investment Advisors first reported a position in BIZD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.39M in Q3 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • Perennial Investment Advisors held 85,449 shares of VanEck BDC Income ETF worth $1.09M as of Q1 2026.
  • Perennial Investment Advisors bought 2,784 VanEck BDC Income ETF shares in Q1 2026, an estimated $37.5K.
  • VanEck BDC Income ETF made up 0.09% of Perennial Investment Advisors's portfolio in Q1 2026, its #186 holding.
  • Perennial Investment Advisors first reported a position in VanEck BDC Income ETF in Q4 2021 and has held it in 18 quarters since.
  • Perennial Investment Advisors's VanEck BDC Income ETF position peaked at $1.39M in Q3 2025.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.