Sage Mountain Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Sage Mountain 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	–	Sell	-9,154	Closed	-$117K	–	305
2026 Q1	$117K	Hold	9,154	–	–	0.01%	221
2025 Q4	$130K	Sell	9,154 -11,650	-56%	-$167K	0.01%	497
2025 Q3	$311K	Hold	20,804	–	–	0.02%	360
2025 Q2	$339K	Sell	20,804 -15,846	-43%	-$248K	0.02%	301
2025 Q1	$614K	Hold	36,650	–	–	0.05%	188
2024 Q4	$609K	Hold	36,650	–	–	0.04%	175
2024 Q3	$607K	Hold	36,650	–	–	0.05%	167
2024 Q2	$627K	Hold	36,650	–	–	0.06%	143
2024 Q1	$619K	Hold	36,650	–	–	0.06%	130
2023 Q4	$588K	Sell	36,650 -1,300	-3%	-$20.3K	0.07%	119
2023 Q3	$608K	Hold	37,950	–	–	0.08%	103
2023 Q2	$583K	Hold	37,950	–	–	0.08%	102
2023 Q1	$563K	Sell	37,950 -44,348	-54%	-$666K	0.09%	90
2022 Q4	$1.16M	Buy	82,298 +69,798	+558%	+$1.02M	0.26%	36
2022 Q3	$170K	Buy	12,500 +1,300	+12%	+$20.3K	0.05%	182
2022 Q2	$169K	Hold	11,200	–	–	0.03%	456
2022 Q1	$201K	Hold	11,200	–	–	0.03%	467
2021 Q4	$193K	Hold	11,200	–	–	0.02%	529
2021 Q3	$192K	Hold	11,200	–	–	0.03%	441
2021 Q2	$192K	Hold	11,200	–	–	0.03%	395
2021 Q1	$181K	Hold	11,200	–	–	0.04%	315
2020 Q4	$154K	Buy	+11,200	New	+$144K	0.05%	195

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

Sage Mountain Advisors's BIZD Position: Q2 2026 in Review

Sage Mountain Advisors sold out of VanEck BDC Income ETF (BIZD) in Q2 2026, closing a stake of 9,154 shares — an estimated $117K sold.

Sage Mountain Advisors first reported a position in BIZD in Q4 2020 and held it in 22 quarters. The position peaked at $1.16M in Q4 2022. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Sage Mountain Advisors reported no remaining VanEck BDC Income ETF position as of Q2 2026 after selling out during the quarter.
Sage Mountain Advisors sold 9,154 VanEck BDC Income ETF shares in Q2 2026, an estimated $117K.
Sage Mountain Advisors first reported a position in VanEck BDC Income ETF in Q4 2020 and held it in 22 quarters.
Sage Mountain Advisors's VanEck BDC Income ETF position peaked at $1.16M in Q4 2022.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.