SL
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Salomon & Ludwin’s VanEck BDC Income ETF BIZD Stock Holding History

Salomon & Ludwin’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 		$11.3K Hold
917
– – ﹤0.01% 1465
2025
Q4 		$13.3K Hold
917
– – ﹤0.01% 1229
2025
Q3 		$13.2K Hold
917
– – ﹤0.01% 1104
2025
Q2 		$14.7K Hold
917
– – ﹤0.01% 432
2025
Q1 		$15.4K Hold
917
– – ﹤0.01% 398
2024
Q4 		$15.3K Hold
917
– – ﹤0.01% 392
2024
Q3 		$15.2K Hold
917
– – ﹤0.01% 405
2024
Q2 		$15.7K Hold
917
– – ﹤0.01% 393
2024
Q1 		$15.5K Hold
917
– – ﹤0.01% 499
2023
Q4 		$14.7K Hold
917
– – ﹤0.01% 451
2023
Q3 		$14.7K Buy
+917
New +$14.3K ﹤0.01% 450

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
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
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return