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Spire Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Spire Wealth Management’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 		$806K Buy
63,629
+3,543
+6% +$44.8K 0.02% 439
2026
Q1 		$769K Buy
60,086
+2,200
+4% +$29.6K 0.03% 434
2025
Q4 		$821K Sell
57,886
-37,503
-39% -$537K 0.03% 434
2025
Q3 		$1.43M Sell
95,389
-56
-0.1% -$895 0.05% 317
2025
Q2 		$1.55M Buy
95,445
+3,195
+3% +$50K 0.06% 281
2025
Q1 		$1.55M Buy
92,250
+10,795
+13% +$184K 0.05% 309
2024
Q4 		$1.35M Buy
81,455
+18,824
+30% +$310K 0.04% 324
2024
Q3 		$1.04M Buy
62,631
+6,033
+11% +$99K 0.04% 370
2024
Q2 		$968K Buy
56,598
+18,544
+49% +$312K 0.03% 347
2024
Q1 		$643K Hold
38,054
– – 0.01% 458
2023
Q4 		$622K Buy
38,054
+87
+0.2% +$1.36K 0.02% 464
2023
Q3 		$609K Buy
37,967
+8,331
+28% +$130K 0.02% 437
2023
Q2 		$455K Buy
29,636
+43
+0.1% +$629 0.02% 514
2023
Q1 		$439K Buy
29,593
+2,040
+7% +$30.6K 0.02% 521
2022
Q4 		$390K Buy
+27,553
New +$402K 0.02% 406
2022
Q3 		– Sell
-10,782
Closed -$163K – 2210
2022
Q2 		$163K Sell
10,782
-14,643
-58% -$240K 0.01% 837
2022
Q1 		$508K Buy
25,425
+17,212
+210% +$302K 0.01% 569
2021
Q4 		$141K Buy
8,213
+210
+3% +$3.64K ﹤0.01% 1257
2021
Q3 		$137K Buy
+8,003
New +$137K ﹤0.01% 1072

Other funds holding BIZD

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 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
PFS
Paller Financial Services Centennial, Colorado $134M AUM
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 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
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
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Spire Wealth Management's BIZD Position: Q2 2026 in Review

Spire Wealth Management increased its VanEck BDC Income ETF (BIZD) stake by 5.9% in Q2 2026, buying an estimated $44.8K and bringing the position to 63,629 shares worth $806K. The position accounts for 0.02% of the portfolio, ranked #439.

Spire Wealth Management first reported a position in BIZD in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.55M in Q2 2025. 32 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Spire Wealth Management held 63,629 shares of VanEck BDC Income ETF worth $806K as of Q2 2026.
  • Spire Wealth Management bought 3,543 VanEck BDC Income ETF shares in Q2 2026, an estimated $44.8K.
  • VanEck BDC Income ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #439 holding.
  • Spire Wealth Management first reported a position in VanEck BDC Income ETF in Q3 2021 and has held it in 19 quarters since.
  • Spire Wealth Management's VanEck BDC Income ETF position peaked at $1.55M in Q2 2025.
  • 32 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.