Keating Financial Advisory Services’s VanEck BDC Income ETF BIZD Stock Holding History

Keating Financial Advisory Services’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	$142K	Hold	11,230	–	–	0.02%	420
2026 Q1	$144K	Hold	11,230	–	–	0.02%	393
2025 Q4	$159K	Buy	+11,230	New	+$161K	0.02%	409

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

Keating Financial Advisory Services's BIZD Position: Q2 2026 in Review

Keating Financial Advisory Services held its VanEck BDC Income ETF (BIZD) position steady in Q2 2026 at 11,230 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #420.

Keating Financial Advisory Services first reported a position in BIZD in Q4 2025 and has held it in 3 quarters since. The position peaked at $159K in Q4 2025. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Keating Financial Advisory Services held 11,230 shares of VanEck BDC Income ETF worth $142K as of Q2 2026.
Keating Financial Advisory Services left its VanEck BDC Income ETF share count unchanged in Q2 2026.
VanEck BDC Income ETF made up 0.02% of Keating Financial Advisory Services's portfolio in Q2 2026, its #420 holding.
Keating Financial Advisory Services first reported a position in VanEck BDC Income ETF in Q4 2025 and has held it in 3 quarters since.
Keating Financial Advisory Services's VanEck BDC Income ETF position peaked at $159K in Q4 2025.
268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.