Sax Wealth Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Sax Wealth Advisors’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	$960K	Sell	75,031 -38,274	-34%	-$484K	0.04%	236
2026 Q1	$1.61M	Hold	113,305	–	–	0.08%	138
2025 Q4	$1.61M	Sell	113,305 -8,948	-7%	-$128K	0.08%	140
2025 Q3	$1.83M	Buy	122,253 +9,778	+9%	+$156K	0.1%	115
2025 Q2	$1.83M	Buy	112,475 +34,296	+44%	+$537K	0.11%	109
2025 Q1	$1.31M	Buy	78,179 +15,365	+24%	+$262K	0.09%	118
2024 Q4	$1.04M	Buy	62,814 +2,168	+4%	+$35.8K	0.08%	118
2024 Q3	$1M	Buy	60,646 +4,446	+8%	+$73K	0.09%	89
2024 Q2	$962K	Buy	+56,200	New	+$946K	0.09%	90

Other funds holding BIZD

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

PFS

Paller Financial Services Centennial, Colorado $134M AUM

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Sax Wealth Advisors's BIZD Position: Q2 2026 in Review

Sax Wealth Advisors reduced its VanEck BDC Income ETF (BIZD) stake by 34% in Q2 2026, selling an estimated $484K and leaving 75,031 shares worth $960K. The position accounts for 0.04% of the portfolio, ranked #236.

Sax Wealth Advisors first reported a position in BIZD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.83M in Q2 2025. 32 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Sax Wealth Advisors held 75,031 shares of VanEck BDC Income ETF worth $960K as of Q2 2026.
Sax Wealth Advisors sold 38,274 VanEck BDC Income ETF shares in Q2 2026, an estimated $484K.
VanEck BDC Income ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #236 holding.
Sax Wealth Advisors first reported a position in VanEck BDC Income ETF in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's VanEck BDC Income ETF position peaked at $1.83M in Q2 2025.
32 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.