Triumph Capital Management’s VanEck BDC Income ETF BIZD Stock Holding History

Triumph Capital Management’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	$106K	Sell	8,396 -437	-5%	-$5.53K	0.02%	474
2026 Q1	$113K	Sell	8,833 -5,562	-39%	-$74.9K	0.02%	431
2025 Q4	$204K	Sell	14,395 -17,090	-54%	-$245K	0.04%	304
2025 Q3	$470K	Buy	31,485 +1,809	+6%	+$28.9K	0.13%	172
2025 Q2	$483K	Buy	29,676 +1,438	+5%	+$22.5K	0.15%	169
2025 Q1	$473K	Buy	28,238 +2,748	+11%	+$46.9K	0.16%	159
2024 Q4	$424K	Sell	25,490 -751	-3%	-$12.4K	0.15%	171
2024 Q3	$435K	Buy	+26,241	New	+$431K	0.15%	148

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

Triumph Capital Management's BIZD Position: Q2 2026 in Review

Triumph Capital Management reduced its VanEck BDC Income ETF (BIZD) stake by 4.9% in Q2 2026, selling an estimated $5.53K and leaving 8,396 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #474.

Triumph Capital Management first reported a position in BIZD in Q3 2024 and has held it in 8 quarters since. The position peaked at $483K in Q2 2025. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Triumph Capital Management held 8,396 shares of VanEck BDC Income ETF worth $106K as of Q2 2026.
Triumph Capital Management sold 437 VanEck BDC Income ETF shares in Q2 2026, an estimated $5.53K.
VanEck BDC Income ETF made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #474 holding.
Triumph Capital Management first reported a position in VanEck BDC Income ETF in Q3 2024 and has held it in 8 quarters since.
Triumph Capital Management's VanEck BDC Income ETF position peaked at $483K in Q2 2025.
268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.