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

Steward Partners Investment Advisory’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 Q2	$1.61M	Sell	126,844 -23,274	-16%	-$295K	0.01%	1037
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

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Steward Partners Investment Advisory's BIZD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its VanEck BDC Income ETF (BIZD) stake by 16% in Q2 2026, selling an estimated $295K and leaving 126,844 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #1037.

Steward Partners Investment Advisory first reported a position in BIZD in Q2 2019 and has held it in 12 quarters since. The position peaked at $7.86M in Q1 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Steward Partners Investment Advisory held 126,844 shares of VanEck BDC Income ETF worth $1.61M as of Q2 2026.
Steward Partners Investment Advisory sold 23,274 VanEck BDC Income ETF shares in Q2 2026, an estimated $295K.
VanEck BDC Income ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1037 holding.
Steward Partners Investment Advisory first reported a position in VanEck BDC Income ETF in Q2 2019 and has held it in 12 quarters since.
Steward Partners Investment Advisory's VanEck BDC Income ETF position peaked at $7.86M in Q1 2025.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.