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Sowell Financial Services’s VanEck BDC Income ETF BIZD Stock Holding History

Sowell Financial Services’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
2025
Q3 		– Sell
-47,313
Closed -$770K – 1081
2025
Q2 		$770K Buy
47,313
+1,761
+4% +$27.6K 0.03% 491
2025
Q1 		$763K Buy
45,552
+4,719
+12% +$80.6K 0.03% 473
2024
Q4 		$679K Buy
+40,833
New +$673K 0.04% 374
2020
Q3 		– Sell
-1,343
Closed -$16K – 2526
2020
Q2 		$16K Buy
1,343
+1,198
+826% +$13.3K ﹤0.01% 1525
2020
Q1 		$1K Buy
145
+50
+53% +$750 ﹤0.01% 2198
2019
Q4 		$2K Sell
95
-99
-51% -$1.64K ﹤0.01% 2165
2019
Q3 		$3K Buy
+194
New +$3.2K ﹤0.01% 1905

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Sowell Financial Services's BIZD Position: Q3 2025 in Review

Sowell Financial Services sold out of VanEck BDC Income ETF (BIZD) in Q3 2025, closing a stake of 47,313 shares — an estimated $770K sold.

Sowell Financial Services first reported a position in BIZD in Q3 2019 and held it in 7 quarters. The position peaked at $770K in Q2 2025. 230 funds tracked by Wall St. Rank hold BIZD as of Q3 2025.

  • Sowell Financial Services reported no remaining VanEck BDC Income ETF position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 47,313 VanEck BDC Income ETF shares in Q3 2025, an estimated $770K.
  • Sowell Financial Services first reported a position in VanEck BDC Income ETF in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's VanEck BDC Income ETF position peaked at $770K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.