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Transcend Capital Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Transcend Capital Advisors’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 		$15.8M Buy
1,245,846
+70,046
+6% +$887K 1.06% 14
2026
Q1 		$15.1M Buy
1,175,800
+87,791
+8% +$1.18M 1.2% 11
2025
Q4 		$15.4M Buy
+1,088,009
New +$15.6M 1.19% 12
2024
Q4 		– Sell
-27,693
Closed -$459K – 576
2024
Q3 		$459K Sell
27,693
-700
-2% -$11.5K 0.03% 407
2024
Q2 		$486K Sell
28,393
-3,007
-10% -$50.6K 0.04% 366
2024
Q1 		$531K Sell
31,400
-800
-2% -$13.1K 0.04% 309
2023
Q4 		$516K Sell
32,200
-4,700
-13% -$73.5K 0.05% 302
2023
Q3 		$592K Sell
36,900
-50
-0.1% -$782 0.06% 267
2023
Q2 		$568K Sell
36,950
-1,500
-4% -$21.9K 0.05% 282
2023
Q1 		$570K Sell
38,450
-3,600
-9% -$54K 0.06% 271
2022
Q4 		$595K Buy
42,050
+12,458
+42% +$182K 0.06% 264
2022
Q3 		$402K Buy
29,592
+3,600
+14% +$56.1K 0.04% 312
2022
Q2 		$392K Hold
25,992
– – 0.04% 331
2022
Q1 		$466K Sell
25,992
-395
-1% -$6.93K 0.04% 324
2021
Q4 		$454K Hold
26,387
– – 0.04% 317
2021
Q3 		$463K Buy
+26,387
New +$451K 0.04% 313
2021
Q2 		– Sell
-28,387
Closed -$458K – 333
2021
Q1 		$458K Buy
28,387
+582
+2% +$8.81K 0.06% 258
2020
Q4 		$382K Buy
+27,805
New +$358K 0.05% 261

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
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Transcend Capital Advisors's BIZD Position: Q2 2026 in Review

Transcend Capital Advisors increased its VanEck BDC Income ETF (BIZD) stake by 6% in Q2 2026, buying an estimated $887K and bringing the position to 1,245,846 shares worth $15.8M. The position accounts for 1.06% of the portfolio, ranked #14.

Transcend Capital Advisors first reported a position in BIZD in Q4 2020 and has held it in 18 quarters since. 266 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Transcend Capital Advisors held 1,245,846 shares of VanEck BDC Income ETF worth $15.8M as of Q2 2026.
  • Transcend Capital Advisors bought 70,046 VanEck BDC Income ETF shares in Q2 2026, an estimated $887K.
  • VanEck BDC Income ETF made up 1.06% of Transcend Capital Advisors's portfolio in Q2 2026, its #14 holding.
  • Transcend Capital Advisors first reported a position in VanEck BDC Income ETF in Q4 2020 and has held it in 18 quarters since.
  • 266 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.