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Wealth Alliance’s VanEck BDC Income ETF BIZD Stock Holding History

Wealth Alliance’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
Q1 		$1.62M Buy
126,217
+24,443
+24% +$329K 0.16% 123
2025
Q4 		$1.44M Buy
101,774
+4,723
+5% +$67.7K 0.14% 136
2025
Q3 		$1.45M Buy
97,051
+55,360
+133% +$885K 0.15% 133
2025
Q2 		$679K Buy
41,691
+1,752
+4% +$27.4K 0.08% 234
2025
Q1 		$669K Sell
39,939
-3,517
-8% -$60.1K 0.08% 223
2024
Q4 		$723K Sell
43,456
-1,114
-2% -$18.4K 0.09% 203
2024
Q3 		$738K Buy
44,570
+7,534
+20% +$124K 0.09% 202
2024
Q2 		$634K Sell
37,036
-4,512
-11% -$75.9K 0.08% 219
2024
Q1 		$702K Sell
41,548
-792
-2% -$12.9K 0.09% 207
2023
Q4 		$679K Sell
42,340
-750
-2% -$11.7K 0.1% 208
2023
Q3 		$691K Buy
43,090
+2,896
+7% +$45.3K 0.11% 187
2023
Q2 		$617K Buy
40,194
+3,367
+9% +$49.3K 0.09% 219
2023
Q1 		$546K Sell
36,827
-1,516
-4% -$22.8K 0.09% 227
2022
Q4 		$543K Buy
38,343
+9,021
+31% +$132K 0.1% 223
2022
Q3 		$398K Buy
29,322
+189
+0.6% +$2.95K 0.08% 257
2022
Q2 		$440K Buy
29,133
+1,667
+6% +$27.3K 0.08% 234
2022
Q1 		$492K Buy
+27,466
New +$482K 0.1% 218

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return