Simplex Trading
BIZD icon

Simplex Trading’s VanEck BDC Income ETF BIZD Stock Holding History

Simplex Trading’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
-36,768
Closed -$521K – 9187
2025
Q4 		$521K Buy
+36,768
New +$527K 0.01% 3264
2025
Q1 		– Sell
-3,352
Closed -$55K – 8667
2024
Q4 		$55K Sell
3,352
-3,016
-47% -$49.7K ﹤0.01% 5770
2024
Q3 		$105K Buy
6,368
+6,137
+2,657% +$101K ﹤0.01% 5174
2024
Q2 		$3K Buy
+231
New +$3.89K ﹤0.01% 8076
2023
Q4 		– Sell
-1,257
Closed -$20K – 8916
2023
Q3 		$20K Buy
1,257
+1,211
+2,633% +$19K ﹤0.01% 6606
2023
Q2 		$0 Sell
46
-849
-95% -$12.4K ﹤0.01% 9099
2023
Q1 		$13K Buy
895
+501
+127% +$7.52K ﹤0.01% 7293
2022
Q4 		$5K Buy
+394
New +$5.75K ﹤0.01% 8028
2022
Q1 		– Sell
-1,181
Closed -$20K – 10491
2021
Q4 		$20K Buy
+1,181
New +$20.5K ﹤0.01% 8345
2021
Q3 		– Sell
-8
Closed – – 9893
2021
Q2 		$0 Buy
+8
New +$135 ﹤0.01% 10107

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