Scott Marsh Financial’s VanEck BDC Income ETF BIZD Stock Holding History

Scott Marsh 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
2025 Q2	$347K	Buy	+21,297	New	+$333K	0.13%	181

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Scott Marsh Financial's BIZD Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in VanEck BDC Income ETF (BIZD) in Q2 2025: 21,297 shares worth $347K. The stake represents 0.13% of the portfolio and ranks #181 among its holdings.

236 funds tracked by Wall St. Rank hold BIZD as of Q2 2025.

Scott Marsh Financial held 21,297 shares of VanEck BDC Income ETF worth $347K as of Q2 2025.
VanEck BDC Income ETF was a new Scott Marsh Financial position in Q2 2025.
VanEck BDC Income ETF made up 0.13% of Scott Marsh Financial's portfolio in Q2 2025, its #181 holding.
236 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.