LF
BIZD icon

LifeSteps Financial’s VanEck BDC Income ETF BIZD Stock Holding History

LifeSteps Financial’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 		$1.27K Buy
+100
New +$1.27K ﹤0.01% 719

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LifeSteps Financial's BIZD Position: Q2 2026 in Review

LifeSteps Financial opened a new position in VanEck BDC Income ETF (BIZD) in Q2 2026: 100 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings.

98 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • LifeSteps Financial held 100 shares of VanEck BDC Income ETF worth $1.27K as of Q2 2026.
  • VanEck BDC Income ETF was a new LifeSteps Financial position in Q2 2026.
  • VanEck BDC Income ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #719 holding.
  • 98 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.