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Summit Financial’s VanEck BDC Income ETF BIZD Stock Holding History

Summit 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
2026
Q2 		$435K Buy
34,380
+4,902
+17% +$62.1K ﹤0.01% 1157
2026
Q1 		$377K Buy
29,478
+10,786
+58% +$145K ﹤0.01% 1086
2025
Q4 		$265K Sell
18,692
-1,209
-6% -$17.3K ﹤0.01% 1127
2025
Q3 		$297K Buy
+19,901
New +$318K ﹤0.01% 1065

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

Summit Financial's BIZD Position: Q2 2026 in Review

Summit Financial increased its VanEck BDC Income ETF (BIZD) stake by 17% in Q2 2026, buying an estimated $62.1K and bringing the position to 34,380 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Summit Financial first reported a position in BIZD in Q3 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Summit Financial held 34,380 shares of VanEck BDC Income ETF worth $435K as of Q2 2026.
  • Summit Financial bought 4,902 VanEck BDC Income ETF shares in Q2 2026, an estimated $62.1K.
  • VanEck BDC Income ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1157 holding.
  • Summit Financial first reported a position in VanEck BDC Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.