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BOLTON SECURITIES CORPORATION’s VanEck BDC Income ETF BIZD Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$104K Sell
8,056
-3,049
-27% -$39.5K ﹤0.01% 1119
2026
Q2 		$141K Sell
11,105
-3,250
-23% -$41.1K 0.01% 1017
2026
Q1 		$184K Buy
+14,355
New +$193K 0.01% 830
2025
Q3 		$204K Buy
+13,655
New +$218K 0.01% 735
2025
Q1 		$16.8K Buy
+1,000
New +$17.1K ﹤0.01% 1323

Other funds holding BIZD

Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BIZD Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its VanEck BDC Income ETF (BIZD) stake by 27% in Q3 2026, selling an estimated $39.5K and leaving 8,056 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

BOLTON SECURITIES CORPORATION first reported a position in BIZD in Q1 2025 and has held it in 5 quarters since. The position peaked at $204K in Q3 2025. 186 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 8,056 shares of VanEck BDC Income ETF worth $104K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 3,049 VanEck BDC Income ETF shares in Q3 2026, an estimated $39.5K.
  • VanEck BDC Income ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1119 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in VanEck BDC Income ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's VanEck BDC Income ETF position peaked at $204K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.