Bridgewealth Advisory Group’s VanEck BDC Income ETF BIZD Stock Holding History

Bridgewealth Advisory 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	$269K	Buy	+21,277	New	+$269K	0.05%	111

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

Bridgewealth Advisory Group's BIZD Position: Q2 2026 in Review

Bridgewealth Advisory Group opened a new position in VanEck BDC Income ETF (BIZD) in Q2 2026: 21,277 shares worth $269K. The stake represents 0.05% of the portfolio and ranks #111 among its holdings.

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

Bridgewealth Advisory Group held 21,277 shares of VanEck BDC Income ETF worth $269K as of Q2 2026.
VanEck BDC Income ETF was a new Bridgewealth Advisory Group position in Q2 2026.
VanEck BDC Income ETF made up 0.05% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #111 holding.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.