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Maia Wealth’s VanEck BDC Income ETF BIZD Stock Holding History

Maia Wealth’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 		$4.9M Buy
386,935
+194,170
+101% +$2.46M 0.72% 37
2026
Q1 		$2.47M Buy
192,765
+120,920
+168% +$1.63M 0.42% 69
2025
Q4 		$978K Buy
71,845
+47,192
+191% +$676K 0.17% 139
2025
Q3 		$350K Buy
+24,653
New +$394K 0.06% 254

Other funds holding BIZD

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
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 $43.3B AUM 29.3% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Maia Wealth's BIZD Position: Q2 2026 in Review

Maia Wealth increased its VanEck BDC Income ETF (BIZD) stake by 101% in Q2 2026, buying an estimated $2.46M and bringing the position to 386,935 shares worth $4.9M. The position accounts for 0.72% of the portfolio, ranked #37.

Maia Wealth first reported a position in BIZD in Q3 2025 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Maia Wealth held 386,935 shares of VanEck BDC Income ETF worth $4.9M as of Q2 2026.
  • Maia Wealth bought 194,170 VanEck BDC Income ETF shares in Q2 2026, an estimated $2.46M.
  • VanEck BDC Income ETF made up 0.72% of Maia Wealth's portfolio in Q2 2026, its #37 holding.
  • Maia Wealth first reported a position in VanEck BDC Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.