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 Q2	$1.27K	Sell	100 -100	-50%	-$1.27K	﹤0.01%	874
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 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

Private Wealth Asset Management's BIZD Position: Q2 2026 in Review

Private Wealth Asset Management reduced its VanEck BDC Income ETF (BIZD) stake by 50% in Q2 2026, selling an estimated $1.27K and leaving 100 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Private Wealth Asset Management first reported a position in BIZD in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.84K in Q3 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Private Wealth Asset Management held 100 shares of VanEck BDC Income ETF worth $1.27K as of Q2 2026.
Private Wealth Asset Management sold 100 VanEck BDC Income ETF shares in Q2 2026, an estimated $1.27K.
VanEck BDC Income ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #874 holding.
Private Wealth Asset Management first reported a position in VanEck BDC Income ETF in Q3 2025 and has held it in 4 quarters since.
Private Wealth Asset Management's VanEck BDC Income ETF position peaked at $7.84K in Q3 2025.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

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