Principal Securities’s VanEck BDC Income ETF BIZD Stock Holding History

Principal Securities’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	$437K	Buy	34,544 +6,080	+21%	+$77K	0.01%	1142
2026 Q1	$364K	Sell	28,464 -1,596	-5%	-$21.5K	0.01%	1119
2025 Q4	$426K	Buy	30,060 +15,166	+102%	+$217K	0.01%	998
2025 Q3	$223K	Sell	14,894 -14,996	-50%	-$240K	﹤0.01%	1240
2025 Q2	$487K	Buy	29,890 +15,596	+109%	+$244K	0.01%	866
2025 Q1	$238K	Hold	14,294	–	–	0.01%	1061
2024 Q4	$238K	Sell	14,294 -815	-5%	-$13.4K	0.01%	1059
2024 Q3	$250K	Buy	15,109 +2,165	+17%	+$35.5K	0.01%	1014
2024 Q2	$221K	Buy	12,944 +12,344	+2,057%	+$208K	0.01%	1003
2024 Q1	$10.1K	Sell	600 -200	-25%	-$3.27K	﹤0.01%	2327
2023 Q4	$12.8K	Buy	+800	New	+$12.5K	﹤0.01%	2132

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

Principal Securities's BIZD Position: Q2 2026 in Review

Principal Securities increased its VanEck BDC Income ETF (BIZD) stake by 21% in Q2 2026, buying an estimated $77K and bringing the position to 34,544 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #1142.

Principal Securities first reported a position in BIZD in Q4 2023 and has held it in 11 quarters since. The position peaked at $487K in Q2 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Principal Securities held 34,544 shares of VanEck BDC Income ETF worth $437K as of Q2 2026.
Principal Securities bought 6,080 VanEck BDC Income ETF shares in Q2 2026, an estimated $77K.
VanEck BDC Income ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1142 holding.
Principal Securities first reported a position in VanEck BDC Income ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's VanEck BDC Income ETF position peaked at $487K in Q2 2025.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.