Valtinson Bruner Financial Planning’s VanEck BDC Income ETF BIZD Stock Holding History

Valtinson Bruner Financial Planning’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	$189K	Buy	14,895 +120	+0.8%	+$1.52K	0.05%	189
2026 Q1	$189K	Hold	14,775	–	–	0.05%	171
2025 Q4	$210K	Buy	14,775 +169	+1%	+$2.42K	0.06%	156
2025 Q3	$218K	Buy	14,606 +78	+0.5%	+$1.25K	0.06%	148
2025 Q2	$237K	Buy	14,528 +25	+0.2%	+$391	0.07%	132
2025 Q1	$243K	Buy	14,503 +1,975	+16%	+$33.7K	0.08%	116
2024 Q4	$208K	Hold	12,528	–	–	0.07%	139
2024 Q3	$207K	Hold	12,528	–	–	0.07%	133
2024 Q2	$214K	Hold	12,528	–	–	0.09%	122
2024 Q1	$212K	Hold	12,528	–	–	0.09%	117
2023 Q4	$201K	Hold	12,528	–	–	0.1%	111
2023 Q3	$201K	Hold	12,528	–	–	0.11%	111
2023 Q2	$192K	Hold	12,528	–	–	0.1%	110
2023 Q1	$186K	Hold	12,528	–	–	0.11%	111
2022 Q4	$188K	Hold	12,528	–	–	0.11%	114
2022 Q3	$170K	Hold	12,528	–	–	0.1%	100
2022 Q2	$189K	Hold	12,528	–	–	0.12%	96
2022 Q1	$222K	Hold	12,528	–	–	0.13%	87
2021 Q4	$216K	Hold	12,528	–	–	0.12%	89
2021 Q3	$220K	Hold	12,528	–	–	0.12%	86
2021 Q2	$213K	Hold	12,528	–	–	0.12%	82
2021 Q1	$208K	Hold	12,528	–	–	0.12%	78
2020 Q4	$175K	Hold	12,528	–	–	0.11%	75
2020 Q3	$144K	Hold	12,528	–	–	0.1%	71
2020 Q2	$155K	Buy	12,528 +875	+8%	+$9.7K	0.11%	74
2020 Q1	$117K	Hold	11,653	–	–	0.09%	70
2019 Q4	$196K	Hold	11,653	–	–	0.14%	73
2019 Q3	$188K	Hold	11,653	–	–	0.15%	66
2019 Q2	$194K	Hold	11,653	–	–	0.16%	48
2019 Q1	$191K	Sell	11,653 -46	-0.4%	-$735	0.17%	43
2018 Q4	$164K	Buy	+11,699	New	+$185K	0.17%	38

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Valtinson Bruner Financial Planning's BIZD Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its VanEck BDC Income ETF (BIZD) stake by 0.81% in Q2 2026, buying an estimated $1.52K and bringing the position to 14,895 shares worth $189K. The position accounts for 0.05% of the portfolio, ranked #189.

Valtinson Bruner Financial Planning first reported a position in BIZD in Q4 2018 and has held it in 31 quarters since. The position peaked at $243K in Q1 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Valtinson Bruner Financial Planning held 14,895 shares of VanEck BDC Income ETF worth $189K as of Q2 2026.
Valtinson Bruner Financial Planning bought 120 VanEck BDC Income ETF shares in Q2 2026, an estimated $1.52K.
VanEck BDC Income ETF made up 0.05% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #189 holding.
Valtinson Bruner Financial Planning first reported a position in VanEck BDC Income ETF in Q4 2018 and has held it in 31 quarters since.
Valtinson Bruner Financial Planning's VanEck BDC Income ETF position peaked at $243K in Q1 2025.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.