EPG
BIZD icon

Estate Planners Group’s VanEck BDC Income ETF BIZD Stock Holding History

Estate Planners 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 		$707K Buy
55,810
+3,011
+6% +$38.1K 0.32% 31
2026
Q1 		$676K Sell
52,799
-3,824
-7% -$51.5K 0.32% 34
2025
Q4 		$803K Buy
+56,623
New +$811K 0.35% 28

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

Estate Planners Group's BIZD Position: Q2 2026 in Review

Estate Planners Group increased its VanEck BDC Income ETF (BIZD) stake by 5.7% in Q2 2026, buying an estimated $38.1K and bringing the position to 55,810 shares worth $707K. The position accounts for 0.32% of the portfolio, ranked #31.

Estate Planners Group first reported a position in BIZD in Q4 2025 and has held it in 3 quarters since. The position peaked at $803K in Q4 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Estate Planners Group held 55,810 shares of VanEck BDC Income ETF worth $707K as of Q2 2026.
  • Estate Planners Group bought 3,011 VanEck BDC Income ETF shares in Q2 2026, an estimated $38.1K.
  • VanEck BDC Income ETF made up 0.32% of Estate Planners Group's portfolio in Q2 2026, its #31 holding.
  • Estate Planners Group first reported a position in VanEck BDC Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Estate Planners Group's VanEck BDC Income ETF position peaked at $803K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.