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Global Wealth Strategies & Associates’s VanEck BDC Income ETF BIZD Stock Holding History

Global Wealth Strategies & Associates’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 		$171K Hold
13,541
– – 0.03% 95
2026
Q1 		$173K Buy
13,541
+10,000
+282% +$135K 0.04% 89
2025
Q4 		$50.2K Buy
+3,541
New +$50.7K 0.01% 155

Other funds holding BIZD

GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Global Wealth Strategies & Associates's BIZD Position: Q2 2026 in Review

Global Wealth Strategies & Associates held its VanEck BDC Income ETF (BIZD) position steady in Q2 2026 at 13,541 shares worth $171K. The position accounts for 0.03% of the portfolio, ranked #95.

Global Wealth Strategies & Associates first reported a position in BIZD in Q4 2025 and has held it in 3 quarters since. The position peaked at $173K in Q1 2026. 105 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Global Wealth Strategies & Associates held 13,541 shares of VanEck BDC Income ETF worth $171K as of Q2 2026.
  • Global Wealth Strategies & Associates left its VanEck BDC Income ETF share count unchanged in Q2 2026.
  • VanEck BDC Income ETF made up 0.03% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #95 holding.
  • Global Wealth Strategies & Associates first reported a position in VanEck BDC Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Global Wealth Strategies & Associates's VanEck BDC Income ETF position peaked at $173K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.