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

Apollon 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	$18M	Buy	+1,425,744	New	+$18M	0.22%	91

Other funds holding BIZD

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Cascade Investment Group Colorado Springs, Colorado $178M AUM 29.7% 1-Year Est. Return

Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return

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

Apollon Wealth Management opened a new position in VanEck BDC Income ETF (BIZD) in Q2 2026: 1,425,744 shares worth $18M. The stake represents 0.22% of the portfolio and ranks #91 among its holdings.

59 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Apollon Wealth Management held 1,425,744 shares of VanEck BDC Income ETF worth $18M as of Q2 2026.
VanEck BDC Income ETF was a new Apollon Wealth Management position in Q2 2026.
VanEck BDC Income ETF made up 0.22% of Apollon Wealth Management's portfolio in Q2 2026, its #91 holding.
59 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.