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CFO4Life Group’s VanEck BDC Income ETF BIZD Stock Holding History

CFO4Life 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 		$595K Sell
47,025
-4,078
-8% -$51.6K 0.08% 121
2026
Q1 		$654K Buy
51,103
+18,555
+57% +$250K 0.1% 100
2025
Q4 		$462K Sell
32,548
-9,102
-22% -$130K 0.07% 134
2025
Q3 		$622K Buy
41,650
+4,243
+11% +$67.8K 0.09% 115
2025
Q2 		$609K Buy
37,407
+22,695
+154% +$355K 0.1% 113
2025
Q1 		$247K Buy
+14,712
New +$251K 0.04% 177
2023
Q1 		– Sell
-60,470
Closed -$856K – 166
2022
Q4 		$856K Buy
+60,470
New +$883K 0.18% 68

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
CA
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

CFO4Life Group's BIZD Position: Q2 2026 in Review

CFO4Life Group reduced its VanEck BDC Income ETF (BIZD) stake by 8% in Q2 2026, selling an estimated $51.6K and leaving 47,025 shares worth $595K. The position accounts for 0.08% of the portfolio, ranked #121.

CFO4Life Group first reported a position in BIZD in Q4 2022 and has held it in 7 quarters since. The position peaked at $856K in Q4 2022. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • CFO4Life Group held 47,025 shares of VanEck BDC Income ETF worth $595K as of Q2 2026.
  • CFO4Life Group sold 4,078 VanEck BDC Income ETF shares in Q2 2026, an estimated $51.6K.
  • VanEck BDC Income ETF made up 0.08% of CFO4Life Group's portfolio in Q2 2026, its #121 holding.
  • CFO4Life Group first reported a position in VanEck BDC Income ETF in Q4 2022 and has held it in 7 quarters since.
  • CFO4Life Group's VanEck BDC Income ETF position peaked at $856K in Q4 2022.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.