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Stratos Wealth Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Stratos Wealth Partners’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 		$1.9M Sell
149,758
-25,467
-15% -$322K 0.02% 614
2026
Q1 		$2.24M Buy
175,225
+67,861
+63% +$914K 0.03% 531
2025
Q4 		$1.52M Sell
107,364
-27,704
-21% -$397K 0.02% 622
2025
Q3 		$2.02M Sell
135,068
-43,458
-24% -$695K 0.02% 529
2025
Q2 		$2.91M Sell
178,526
-10,181
-5% -$159K 0.04% 398
2025
Q1 		$3.16M Sell
188,707
-116,227
-38% -$1.98M 0.05% 340
2024
Q4 		$5.07M Buy
304,934
+15,949
+6% +$263K 0.07% 270
2024
Q3 		$4.79M Buy
288,985
+20,347
+8% +$334K 0.07% 279
2024
Q2 		$4.6M Buy
268,638
+92,438
+52% +$1.56M 0.07% 261
2024
Q1 		$2.98M Buy
176,200
+91,161
+107% +$1.49M 0.05% 346
2023
Q4 		$1.36M Buy
+85,039
New +$1.33M 0.03% 513
2022
Q2 		– Sell
-10,424
Closed -$187K – 1202
2022
Q1 		$187K Buy
10,424
+229
+2% +$4.02K ﹤0.01% 1187
2021
Q4 		$175K Buy
+10,195
New +$177K ﹤0.01% 1186
2018
Q4 		– Sell
-500
Closed -$9K – 990
2018
Q3 		$9K Buy
+500
New +$8.54K ﹤0.01% 2223
2018
Q2 		– Sell
-38,004
Closed -$618K – 1130
2018
Q1 		$618K Sell
38,004
-10,400
-21% -$169K 0.03% 481
2017
Q4 		$804K Buy
48,404
+1,200
+3% +$20.6K 0.04% 396
2017
Q3 		$843K Buy
47,204
+461
+1% +$8.15K 0.04% 366
2017
Q2 		$858K Buy
46,743
+400
+0.9% +$7.39K 0.04% 322
2017
Q1 		$893K Sell
46,343
-500
-1% -$9.37K 0.05% 298
2016
Q4 		$843K Sell
46,843
-500
-1% -$8.8K 0.05% 294
2016
Q3 		$843K Buy
+47,343
New +$823K 0.06% 265

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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
CA
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

Stratos Wealth Partners's BIZD Position: Q2 2026 in Review

Stratos Wealth Partners reduced its VanEck BDC Income ETF (BIZD) stake by 15% in Q2 2026, selling an estimated $322K and leaving 149,758 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #614.

Stratos Wealth Partners first reported a position in BIZD in Q3 2016 and has held it in 21 quarters since. The position peaked at $5.07M in Q4 2024. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Stratos Wealth Partners held 149,758 shares of VanEck BDC Income ETF worth $1.9M as of Q2 2026.
  • Stratos Wealth Partners sold 25,467 VanEck BDC Income ETF shares in Q2 2026, an estimated $322K.
  • VanEck BDC Income ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q2 2026, its #614 holding.
  • Stratos Wealth Partners first reported a position in VanEck BDC Income ETF in Q3 2016 and has held it in 21 quarters since.
  • Stratos Wealth Partners's VanEck BDC Income ETF position peaked at $5.07M in Q4 2024.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.