FFWM
BIZD icon

Future Financial Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Future Financial Wealth Management’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 		$1.34M Sell
109,209
-14,016
-11% -$177K 0.84% 25
2026
Q1 		$1.62M Buy
123,225
+12,951
+12% +$174K 1.05% 22
2025
Q4 		$1.58M Buy
110,274
+6,902
+7% +$98.9K 1.06% 22
2025
Q3 		$1.54M Buy
103,372
+17,598
+21% +$281K 0.97% 21
2025
Q2 		$1.4M Sell
85,774
-10,392
-11% -$163K 0.95% 22
2025
Q1 		$1.61M Buy
96,166
+1,674
+2% +$28.6K 1.18% 20
2024
Q4 		$1.57M Sell
94,492
-12,996
-12% -$214K 1.15% 21
2024
Q3 		$1.78M Buy
107,488
+5,807
+6% +$95.3K 1.27% 19
2024
Q2 		$1.74M Buy
101,681
+4,704
+5% +$79.2K 1.53% 16
2024
Q1 		$1.64M Buy
96,977
+9,143
+10% +$149K 1.26% 19
2023
Q4 		$1.41M Buy
87,834
+6,150
+8% +$96.2K 1.4% 21
2023
Q3 		$1.31M Buy
81,684
+4,133
+5% +$64.7K 1.45% 21
2023
Q2 		$1.19M Buy
77,551
+1,400
+2% +$20.5K 1.25% 26
2023
Q1 		$1.09M Sell
76,151
-47
-0.1% -$706 1.21% 26
2022
Q4 		$1.08M Sell
76,198
-8,556
-10% -$125K 1.23% 29
2022
Q3 		$1.28M Buy
84,754
+5,188
+7% +$80.9K 1.47% 16
2022
Q2 		$1.43M Hold
79,566
– – 1.39% 18
2022
Q1 		$1.43M Sell
79,566
-3,193
-4% -$56K 1.18% 18
2021
Q4 		$1.43M Buy
82,759
+9,100
+12% +$158K 1.15% 22
2021
Q3 		$1.26M Hold
73,659
– – 1.3% 23
2021
Q2 		$1.26M Buy
73,659
+3,795
+5% +$64.1K 1.3% 23
2021
Q1 		$1.13M Buy
69,864
+7,006
+11% +$106K 1.3% 21
2020
Q4 		$863K Buy
+62,858
New +$810K 1% 29

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

Future Financial Wealth Management's BIZD Position: Q2 2026 in Review

Future Financial Wealth Management reduced its VanEck BDC Income ETF (BIZD) stake by 11% in Q2 2026, selling an estimated $177K and leaving 109,209 shares worth $1.34M. The position accounts for 0.84% of the portfolio, ranked #25.

Future Financial Wealth Management first reported a position in BIZD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.78M in Q3 2024. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Future Financial Wealth Management held 109,209 shares of VanEck BDC Income ETF worth $1.34M as of Q2 2026.
  • Future Financial Wealth Management sold 14,016 VanEck BDC Income ETF shares in Q2 2026, an estimated $177K.
  • VanEck BDC Income ETF made up 0.84% of Future Financial Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Future Financial Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2020 and has held it in 23 quarters since.
  • Future Financial Wealth Management's VanEck BDC Income ETF position peaked at $1.78M in Q3 2024.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.