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

Private Wealth Asset Management’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 		$2.56K Sell
200
-325
-62% -$4.38K ﹤0.01% 833
2025
Q4 		$7.45K Hold
525
– – ﹤0.01% 727
2025
Q3 		$7.84K Buy
+525
New +$8.39K ﹤0.01% 696

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 $4.79B AUM 26.21% 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

Private Wealth Asset Management's BIZD Position: Q1 2026 in Review

Private Wealth Asset Management reduced its VanEck BDC Income ETF (BIZD) stake by 62% in Q1 2026, selling an estimated $4.38K and leaving 200 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Private Wealth Asset Management first reported a position in BIZD in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.84K in Q3 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • Private Wealth Asset Management held 200 shares of VanEck BDC Income ETF worth $2.56K as of Q1 2026.
  • Private Wealth Asset Management sold 325 VanEck BDC Income ETF shares in Q1 2026, an estimated $4.38K.
  • VanEck BDC Income ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #833 holding.
  • Private Wealth Asset Management first reported a position in VanEck BDC Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Private Wealth Asset Management's VanEck BDC Income ETF position peaked at $7.84K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.