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

Howard 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	$1.22M	Sell	96,570 -18,279	-16%	-$231K	0.45%	54
2026 Q1	$1.47M	Buy	114,849 +2,818	+3%	+$37.9K	0.62%	44
2025 Q4	$1.59M	Sell	112,031 -2,352	-2%	-$33.7K	0.69%	42
2025 Q3	$1.71M	Buy	114,383 +13,510	+13%	+$216K	0.79%	38
2025 Q2	$1.64M	Buy	100,873 +21,975	+28%	+$344K	0.83%	36
2025 Q1	$1.32M	Buy	78,898 +7,398	+10%	+$126K	0.74%	37
2024 Q4	$1.19M	Buy	71,500 +34,421	+93%	+$568K	0.64%	44
2024 Q3	$614K	Buy	37,079 +20,203	+120%	+$332K	0.36%	63
2024 Q2	$289K	Buy	16,876 +6,737	+66%	+$113K	0.23%	80
2024 Q1	$171K	Buy	+10,139	New	+$166K	0.14%	104

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

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

Howard Wealth Management reduced its VanEck BDC Income ETF (BIZD) stake by 16% in Q2 2026, selling an estimated $231K and leaving 96,570 shares worth $1.22M. The position accounts for 0.45% of the portfolio, ranked #54.

Howard Wealth Management first reported a position in BIZD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.71M in Q3 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Howard Wealth Management held 96,570 shares of VanEck BDC Income ETF worth $1.22M as of Q2 2026.
Howard Wealth Management sold 18,279 VanEck BDC Income ETF shares in Q2 2026, an estimated $231K.
VanEck BDC Income ETF made up 0.45% of Howard Wealth Management's portfolio in Q2 2026, its #54 holding.
Howard Wealth Management first reported a position in VanEck BDC Income ETF in Q1 2024 and has held it in 10 quarters since.
Howard Wealth Management's VanEck BDC Income ETF position peaked at $1.71M in Q3 2025.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.