GWM
BIZD icon

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

GK 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 		$203K Buy
+16,008
New +$203K 0.11% 219
2026
Q1 		– Sell
-13,135
Closed -$186K – 69
2025
Q4 		$186K Buy
+13,135
New +$188K 0.12% 184

Other funds holding BIZD

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GK Wealth Management's BIZD Position: Q2 2026 in Review

GK Wealth Management opened a new position in VanEck BDC Income ETF (BIZD) in Q2 2026: 16,008 shares worth $203K. The stake represents 0.11% of the portfolio and ranks #219 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in BIZD as recently as Q4 2025.

GK Wealth Management first reported a position in BIZD in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • GK Wealth Management held 16,008 shares of VanEck BDC Income ETF worth $203K as of Q2 2026.
  • VanEck BDC Income ETF was a new GK Wealth Management position in Q2 2026.
  • VanEck BDC Income ETF made up 0.11% of GK Wealth Management's portfolio in Q2 2026, its #219 holding.
  • GK Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.