Focus Partners Wealth’s VanEck BDC Income ETF BIZD Stock Holding History

Focus Partners Wealth’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	$3.66M	Buy	289,124 +15,066	+5%	+$191K	﹤0.01%	1089
2026 Q1	$3.51M	Buy	274,058 +208,633	+319%	+$2.81M	﹤0.01%	1071
2025 Q4	$928K	Buy	65,425 +53,961	+471%	+$773K	﹤0.01%	1666
2025 Q3	$171K	Buy	+11,464	New	+$183K	﹤0.01%	2075

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

Focus Partners Wealth's BIZD Position: Q2 2026 in Review

Focus Partners Wealth increased its VanEck BDC Income ETF (BIZD) stake by 5.5% in Q2 2026, buying an estimated $191K and bringing the position to 289,124 shares worth $3.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Focus Partners Wealth first reported a position in BIZD in Q3 2025 and has held it in 4 quarters since. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Focus Partners Wealth held 289,124 shares of VanEck BDC Income ETF worth $3.66M as of Q2 2026.
Focus Partners Wealth bought 15,066 VanEck BDC Income ETF shares in Q2 2026, an estimated $191K.
VanEck BDC Income ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1089 holding.
Focus Partners Wealth first reported a position in VanEck BDC Income ETF in Q3 2025 and has held it in 4 quarters since.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.