Proficio Capital Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Proficio Capital Partners’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	–	Sell	-49,330	Closed	-$699K	–	252
2025 Q4	$699K	Buy	+49,330	New	+$707K	0.05%	145
2024 Q2	–	Sell	-279,365	Closed	-$4.55M	–	322
2024 Q1	$4.55M	Buy	+279,365	New	+$4.56M	0.5%	42
2021 Q3	–	Sell	-34,200	Closed	-$587K	–	305
2021 Q2	$587K	Buy	+34,200	New	+$578K	0.07%	125
2018 Q3	–	Sell	-9,440	Closed	-$157K	–	1248
2018 Q2	$157K	Hold	9,440	–	–	0.06%	148
2018 Q1	$153K	Hold	9,440	–	–	0.04%	152
2017 Q4	$157K	Sell	9,440 -1,140	-11%	-$19.5K	0.05%	148
2017 Q3	$189K	Sell	10,580 -5,570	-34%	-$98.5K	0.08%	169
2017 Q2	$292K	Hold	16,150	–	–	0.12%	118
2017 Q1	$296K	Buy	+16,150	New	+$303K	0.13%	114

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Proficio Capital Partners's BIZD Position: Q1 2026 in Review

Proficio Capital Partners sold out of VanEck BDC Income ETF (BIZD) in Q1 2026, closing a stake of 49,330 shares — an estimated $699K sold.

Proficio Capital Partners first reported a position in BIZD in Q1 2017 and held it in 9 quarters. The position peaked at $4.55M in Q1 2024. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Proficio Capital Partners reported no remaining VanEck BDC Income ETF position as of Q1 2026 after selling out during the quarter.
Proficio Capital Partners sold 49,330 VanEck BDC Income ETF shares in Q1 2026, an estimated $699K.
Proficio Capital Partners first reported a position in VanEck BDC Income ETF in Q1 2017 and held it in 9 quarters.
Proficio Capital Partners's VanEck BDC Income ETF position peaked at $4.55M in Q1 2024.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.