Creative Financial Designs’s VanEck BDC Income ETF BIZD Stock Holding History

Creative Financial Designs’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	$15.2K	Sell	1,200 -219	-15%	-$2.77K	﹤0.01%	1398
2026 Q1	$18.2K	Buy	1,419 +219	+18%	+$2.95K	﹤0.01%	1232
2025 Q4	$17K	Hold	1,200	–	–	﹤0.01%	1200
2025 Q3	$17.9K	Hold	1,200	–	–	﹤0.01%	1176
2025 Q2	$19.5K	Hold	1,200	–	–	﹤0.01%	1153
2025 Q1	$20.1K	Buy	1,200 +550	+85%	+$9.39K	﹤0.01%	1089
2024 Q4	$10.8K	Buy	650 +500	+333%	+$8.25K	﹤0.01%	1227
2024 Q3	$2.48K	Hold	150	–	–	﹤0.01%	1507
2024 Q2	$2.57K	Buy	+150	New	+$2.52K	﹤0.01%	1452

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

Creative Financial Designs's BIZD Position: Q2 2026 in Review

Creative Financial Designs reduced its VanEck BDC Income ETF (BIZD) stake by 15% in Q2 2026, selling an estimated $2.77K and leaving 1,200 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Creative Financial Designs first reported a position in BIZD in Q2 2024 and has held it in 9 quarters since. The position peaked at $20.1K in Q1 2025. 266 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Creative Financial Designs held 1,200 shares of VanEck BDC Income ETF worth $15.2K as of Q2 2026.
Creative Financial Designs sold 219 VanEck BDC Income ETF shares in Q2 2026, an estimated $2.77K.
VanEck BDC Income ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1398 holding.
Creative Financial Designs first reported a position in VanEck BDC Income ETF in Q2 2024 and has held it in 9 quarters since.
Creative Financial Designs's VanEck BDC Income ETF position peaked at $20.1K in Q1 2025.
266 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.