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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.92M	Sell	150,118 -38,884	-21%	-$524K	0.01%	870
2025 Q4	$2.68M	Sell	189,002 -148,672	-44%	-$2.13M	0.01%	669
2025 Q3	$5.04M	Sell	337,674 -13,921	-4%	-$223K	0.03%	467
2025 Q2	$5.72M	Sell	351,595 -117,199	-25%	-$1.83M	0.04%	387
2025 Q1	$7.86M	Buy	468,794 +50,545	+12%	+$863K	0.07%	293
2024 Q4	$6.96M	Buy	418,249 +17,159	+4%	+$283K	0.06%	303
2024 Q3	$6.64M	Buy	401,090 +24,800	+7%	+$407K	0.06%	300
2024 Q2	$6.44M	Buy	376,290 +24,396	+7%	+$411K	0.07%	284
2024 Q1	$5.95M	Buy	351,894 +124,755	+55%	+$2.04M	0.07%	297
2023 Q4	$3.64M	Buy	+227,139	New	+$3.55M	0.05%	350
2019 Q3	–	Sell	-300	Closed	-$4K	–	2618
2019 Q2	$4K	Buy	+300	New	+$4.92K	﹤0.01%	2260