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

NWF 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 Q3	$175K	Buy	+13,571	New	+$176K	0.02%	397
2025 Q3	–	Sell	-58,843	Closed	-$958K	–	423
2025 Q2	$958K	Buy	58,843 +22,524	+62%	+$353K	0.11%	135
2025 Q1	$609K	Buy	36,319 +10,335	+40%	+$176K	0.09%	155
2024 Q4	$432K	Buy	+25,984	New	+$429K	0.06%	157

Other funds holding BIZD

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Measured Risk Portfolios San Diego, California $93.8M AUM 7.05% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

NWF Advisory Services's BIZD Position: Q3 2026 in Review

NWF Advisory Services opened a new position in VanEck BDC Income ETF (BIZD) in Q3 2026: 13,571 shares worth $175K. The stake represents 0.02% of the portfolio and ranks #397 among its holdings. This is a return to the name: NWF Advisory Services previously reported a position in BIZD as recently as Q2 2025.

NWF Advisory Services first reported a position in BIZD in Q4 2024 and has held it in 4 quarters since. The position peaked at $958K in Q2 2025. 66 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

NWF Advisory Services held 13,571 shares of VanEck BDC Income ETF worth $175K as of Q3 2026.
VanEck BDC Income ETF was a new NWF Advisory Services position in Q3 2026.
VanEck BDC Income ETF made up 0.02% of NWF Advisory Services's portfolio in Q3 2026, its #397 holding.
NWF Advisory Services first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 4 quarters since.
NWF Advisory Services's VanEck BDC Income ETF position peaked at $958K in Q2 2025.
66 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.