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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

HWM

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

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. 49 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.
49 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.