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

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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.

69 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.
69 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.