AmeriFlex Group’s VanEck BDC Income ETF BIZD Stock Holding History

AmeriFlex Group’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	$13.6K	Hold	1,075	–	–	0.01%	788
2026 Q1	$13.8K	Hold	1,075	–	–	0.01%	682
2025 Q4	$15.2K	Sell	1,075 -1,075	-50%	-$15.4K	0.01%	638
2025 Q3	$32.1K	Buy	+2,150	New	+$34.4K	0.01%	545
2025 Q2	–	Sell	-4,335	Closed	-$72.7K	–	1078
2025 Q1	$72.7K	Sell	4,335 -500	-10%	-$8.54K	0.03%	395
2024 Q4	$84.7K	Buy	+4,835	New	+$79.7K	0.04%	334

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

AmeriFlex Group's BIZD Position: Q2 2026 in Review

AmeriFlex Group held its VanEck BDC Income ETF (BIZD) position steady in Q2 2026 at 1,075 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #788.

AmeriFlex Group first reported a position in BIZD in Q4 2024 and has held it in 6 quarters since. The position peaked at $84.7K in Q4 2024. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

AmeriFlex Group held 1,075 shares of VanEck BDC Income ETF worth $13.6K as of Q2 2026.
AmeriFlex Group left its VanEck BDC Income ETF share count unchanged in Q2 2026.
VanEck BDC Income ETF made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #788 holding.
AmeriFlex Group first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's VanEck BDC Income ETF position peaked at $84.7K in Q4 2024.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.