AWM
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Activest Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Activest Wealth 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 		$286K Buy
22,562
+7,905
+54% +$100K 0.06% 102
2026
Q1 		$188K Buy
+14,657
New +$197K 0.03% 161

Other funds holding BIZD

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
CF
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FS
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

Activest Wealth Management's BIZD Position: Q2 2026 in Review

Activest Wealth Management increased its VanEck BDC Income ETF (BIZD) stake by 54% in Q2 2026, buying an estimated $100K and bringing the position to 22,562 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #102.

Activest Wealth Management first reported a position in BIZD in Q1 2026 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Activest Wealth Management held 22,562 shares of VanEck BDC Income ETF worth $286K as of Q2 2026.
  • Activest Wealth Management bought 7,905 VanEck BDC Income ETF shares in Q2 2026, an estimated $100K.
  • VanEck BDC Income ETF made up 0.06% of Activest Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Activest Wealth Management first reported a position in VanEck BDC Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.