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Register Financial Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Register Financial 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
Q2 		$61.7K Sell
4,870
-1,000
-17% -$12.7K 0.02% 298
2026
Q1 		$75.1K Sell
5,870
-281
-5% -$3.78K 0.03% 270
2025
Q4 		$87.2K Sell
6,151
-13,698
-69% -$196K 0.03% 249
2025
Q3 		$297K Buy
19,849
+304
+2% +$4.86K 0.12% 157
2025
Q2 		$318K Buy
19,545
+22
+0.1% +$344 0.14% 145
2025
Q1 		$327K Buy
19,523
+2,520
+15% +$43K 0.17% 132
2024
Q4 		$283K Buy
17,003
+74
+0.4% +$1.22K 0.14% 144
2024
Q3 		$280K Buy
16,929
+49
+0.3% +$804 0.14% 142
2024
Q2 		$289K Buy
16,880
+2,250
+15% +$37.9K 0.15% 135
2024
Q1 		$247K Buy
14,630
+900
+7% +$14.7K 0.13% 146
2023
Q4 		$220K Buy
13,730
+1,580
+13% +$24.7K 0.15% 147
2023
Q3 		$195K Buy
+12,150
New +$190K 0.14% 136

Other funds holding BIZD

FS
Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return