Essex Financial Services’s VanEck BDC Income ETF BIZD Stock Holding History

Essex Financial Services’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	$140K	Buy	+11,090	New	+$140K	0.01%	820

Other funds holding BIZD

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 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

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Essex Financial Services's BIZD Position: Q2 2026 in Review

Essex Financial Services opened a new position in VanEck BDC Income ETF (BIZD) in Q2 2026: 11,090 shares worth $140K. The stake represents 0.01% of the portfolio and ranks #820 among its holdings.

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

Essex Financial Services held 11,090 shares of VanEck BDC Income ETF worth $140K as of Q2 2026.
VanEck BDC Income ETF was a new Essex Financial Services position in Q2 2026.
VanEck BDC Income ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #820 holding.
197 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.