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Financial Network Wealth Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Financial Network Wealth Advisors’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 		$43K Sell
3,396
-171
-5% -$2.17K 0.04% 296
2026
Q1 		$45.7K Sell
3,567
-669
-16% -$9.01K 0.05% 289
2025
Q4 		$60.1K Sell
4,236
-61
-1% -$874 0.06% 244
2025
Q3 		$64.2K Sell
4,297
-61
-1% -$975 0.07% 221
2025
Q2 		$70.9K Buy
4,358
+148
+4% +$2.32K 0.09% 206
2025
Q1 		$70.6K Buy
4,210
+3,260
+343% +$55.7K 0.09% 198
2024
Q4 		$15.8K Sell
950
-5,323
-85% -$87.8K 0.03% 280
2024
Q3 		$104K Buy
6,273
+319
+5% +$5.24K 0.09% 194
2024
Q2 		$102K Buy
+5,954
New +$100K 0.08% 209

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

Financial Network Wealth Advisors's BIZD Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its VanEck BDC Income ETF (BIZD) stake by 4.8% in Q2 2026, selling an estimated $2.17K and leaving 3,396 shares worth $43K. The position accounts for 0.04% of the portfolio, ranked #296.

Financial Network Wealth Advisors first reported a position in BIZD in Q2 2024 and has held it in 9 quarters since. The position peaked at $104K in Q3 2024. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Financial Network Wealth Advisors held 3,396 shares of VanEck BDC Income ETF worth $43K as of Q2 2026.
  • Financial Network Wealth Advisors sold 171 VanEck BDC Income ETF shares in Q2 2026, an estimated $2.17K.
  • VanEck BDC Income ETF made up 0.04% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #296 holding.
  • Financial Network Wealth Advisors first reported a position in VanEck BDC Income ETF in Q2 2024 and has held it in 9 quarters since.
  • Financial Network Wealth Advisors's VanEck BDC Income ETF position peaked at $104K in Q3 2024.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.