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Amplius Wealth Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Amplius Wealth Advisors’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 		$13.1M Buy
1,033,780
+18,593
+2% +$235K 0.96% 25
2026
Q1 		$13M Buy
1,015,187
+910,861
+873% +$12.3M 1.08% 20
2025
Q4 		$1.48M Buy
+104,326
New +$1.5M 0.12% 60

Other funds holding BIZD

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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
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
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
CIG
Cascade Investment Group Colorado Springs, Colorado $178M AUM 29.7% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return

Amplius Wealth Advisors's BIZD Position: Q2 2026 in Review

Amplius Wealth Advisors increased its VanEck BDC Income ETF (BIZD) stake by 1.8% in Q2 2026, buying an estimated $235K and bringing the position to 1,033,780 shares worth $13.1M. The position accounts for 0.96% of the portfolio, ranked #25.

Amplius Wealth Advisors first reported a position in BIZD in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Amplius Wealth Advisors held 1,033,780 shares of VanEck BDC Income ETF worth $13.1M as of Q2 2026.
  • Amplius Wealth Advisors bought 18,593 VanEck BDC Income ETF shares in Q2 2026, an estimated $235K.
  • VanEck BDC Income ETF made up 0.96% of Amplius Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Amplius Wealth Advisors first reported a position in VanEck BDC Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.