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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
CA
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

Register Financial Advisors's BIZD Position: Q2 2026 in Review

Register Financial Advisors reduced its VanEck BDC Income ETF (BIZD) stake by 17% in Q2 2026, selling an estimated $12.7K and leaving 4,870 shares worth $61.7K. The position accounts for 0.02% of the portfolio, ranked #298.

Register Financial Advisors first reported a position in BIZD in Q3 2023 and has held it in 12 quarters since. The position peaked at $327K in Q1 2025. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Register Financial Advisors held 4,870 shares of VanEck BDC Income ETF worth $61.7K as of Q2 2026.
  • Register Financial Advisors sold 1,000 VanEck BDC Income ETF shares in Q2 2026, an estimated $12.7K.
  • VanEck BDC Income ETF made up 0.02% of Register Financial Advisors's portfolio in Q2 2026, its #298 holding.
  • Register Financial Advisors first reported a position in VanEck BDC Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Register Financial Advisors's VanEck BDC Income ETF position peaked at $327K in Q1 2025.
  • 268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.