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

Simplicity 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 		$695K Buy
+54,895
New +$695K 0.02% 535
2024
Q3 		– Sell
-20,224
Closed -$346K – 558
2024
Q2 		$346K Sell
20,224
-450
-2% -$7.57K 0.01% 902
2024
Q1 		$349K Buy
+20,674
New +$338K 0.01% 865

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Simplicity Wealth's BIZD Position: Q2 2026 in Review

Simplicity Wealth opened a new position in VanEck BDC Income ETF (BIZD) in Q2 2026: 54,895 shares worth $695K. The stake represents 0.02% of the portfolio and ranks #535 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in BIZD as recently as Q2 2024.

Simplicity Wealth first reported a position in BIZD in Q1 2024 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Simplicity Wealth held 54,895 shares of VanEck BDC Income ETF worth $695K as of Q2 2026.
  • VanEck BDC Income ETF was a new Simplicity Wealth position in Q2 2026.
  • VanEck BDC Income ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #535 holding.
  • Simplicity Wealth first reported a position in VanEck BDC Income ETF in Q1 2024 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.