Cascade Financial Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Cascade Financial Partners’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	$244K	Buy	19,301 +500	+3%	+$6.33K	0.02%	250
2026 Q1	$241K	Buy	18,801 +1,225	+7%	+$16.5K	0.02%	236
2025 Q4	$249K	Buy	17,576 +450	+3%	+$6.45K	0.03%	233
2025 Q3	$256K	Hold	17,126	–	–	0.03%	224
2025 Q2	$279K	Buy	17,126 +18	+0.1%	+$282	0.03%	213
2025 Q1	$287K	Sell	17,108 -350	-2%	-$5.98K	0.04%	200
2024 Q4	$290K	Hold	17,458	–	–	0.04%	190
2024 Q3	$288K	Sell	17,458 -218	-1%	-$3.58K	0.04%	189
2024 Q2	$302K	Hold	17,676	–	–	0.04%	177
2024 Q1	$287K	Buy	+17,676	New	+$289K	0.04%	182

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

Cascade Financial Partners's BIZD Position: Q2 2026 in Review

Cascade Financial Partners increased its VanEck BDC Income ETF (BIZD) stake by 2.7% in Q2 2026, buying an estimated $6.33K and bringing the position to 19,301 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #250.

Cascade Financial Partners first reported a position in BIZD in Q1 2024 and has held it in 10 quarters since. The position peaked at $302K in Q2 2024. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Cascade Financial Partners held 19,301 shares of VanEck BDC Income ETF worth $244K as of Q2 2026.
Cascade Financial Partners bought 500 VanEck BDC Income ETF shares in Q2 2026, an estimated $6.33K.
VanEck BDC Income ETF made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #250 holding.
Cascade Financial Partners first reported a position in VanEck BDC Income ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's VanEck BDC Income ETF position peaked at $302K in Q2 2024.
268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.