Steward Partners Investment Advisory’s VanEck BDC Income ETF BIZD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.72M Sell
351,595
-117,199
-25% -$1.91M 0.04% 387
2025
Q1
$7.86M Buy
468,794
+50,545
+12% +$847K 0.07% 293
2024
Q4
$6.96M Buy
418,249
+17,159
+4% +$285K 0.06% 303
2024
Q3
$6.64M Buy
401,090
+24,800
+7% +$411K 0.06% 300
2024
Q2
$6.44M Buy
376,290
+24,396
+7% +$417K 0.07% 284
2024
Q1
$5.95M Buy
351,894
+124,755
+55% +$2.11M 0.07% 297
2023
Q4
$3.64M Buy
+227,139
New +$3.64M 0.05% 350
2019
Q3
Sell
-300
Closed -$4K 2618
2019
Q2
$4K Buy
+300
New +$4K ﹤0.01% 2260