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

Great Waters 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	$154K	Hold	12,186	–	–	0.01%	125
2026 Q1	$156K	Hold	12,186	–	–	0.02%	120
2025 Q4	$173K	Hold	12,186	–	–	0.02%	115
2025 Q3	$182K	Hold	12,186	–	–	0.02%	112
2025 Q2	$198K	Hold	12,186	–	–	0.03%	107
2025 Q1	$204K	Buy	+12,186	New	+$208K	0.03%	98

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

Great Waters Wealth Management's BIZD Position: Q2 2026 in Review

Great Waters Wealth Management held its VanEck BDC Income ETF (BIZD) position steady in Q2 2026 at 12,186 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #125.

Great Waters Wealth Management first reported a position in BIZD in Q1 2025 and has held it in 6 quarters since. The position peaked at $204K in Q1 2025. 266 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Great Waters Wealth Management held 12,186 shares of VanEck BDC Income ETF worth $154K as of Q2 2026.
Great Waters Wealth Management left its VanEck BDC Income ETF share count unchanged in Q2 2026.
VanEck BDC Income ETF made up 0.01% of Great Waters Wealth Management's portfolio in Q2 2026, its #125 holding.
Great Waters Wealth Management first reported a position in VanEck BDC Income ETF in Q1 2025 and has held it in 6 quarters since.
Great Waters Wealth Management's VanEck BDC Income ETF position peaked at $204K in Q1 2025.
266 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.