Clarity Financial’s VanEck BDC Income ETF BIZD Stock Holding History

Clarity Financial’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	$2.71M	Buy	+214,125	New	+$2.71M	0.23%	43

Other funds holding BIZD

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 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

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

Paller Financial Services Centennial, Colorado $134M AUM

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

Cordoba Advisory Partners New York $472M AUM

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Clarity Financial's BIZD Position: Q2 2026 in Review

Clarity Financial opened a new position in VanEck BDC Income ETF (BIZD) in Q2 2026: 214,125 shares worth $2.71M. The stake represents 0.23% of the portfolio and ranks #43 among its holdings.

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

Clarity Financial held 214,125 shares of VanEck BDC Income ETF worth $2.71M as of Q2 2026.
VanEck BDC Income ETF was a new Clarity Financial position in Q2 2026.
VanEck BDC Income ETF made up 0.23% of Clarity Financial's portfolio in Q2 2026, its #43 holding.
45 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.