Cornerstone Advisory’s VanEck BDC Income ETF BIZD Stock Holding History

Cornerstone Advisory’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	$871K	Buy	+68,800	New	+$871K	0.07%	123

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

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Haven Private Orlando, Florida $263M AUM 21.06% 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

Cornerstone Advisory's BIZD Position: Q2 2026 in Review

Cornerstone Advisory opened a new position in VanEck BDC Income ETF (BIZD) in Q2 2026: 68,800 shares worth $871K. The stake represents 0.07% of the portfolio and ranks #123 among its holdings.

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

Cornerstone Advisory held 68,800 shares of VanEck BDC Income ETF worth $871K as of Q2 2026.
VanEck BDC Income ETF was a new Cornerstone Advisory position in Q2 2026.
VanEck BDC Income ETF made up 0.07% of Cornerstone Advisory's portfolio in Q2 2026, its #123 holding.
95 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.