Visionary Wealth Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Visionary Wealth Advisors’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	$341K	Sell	26,958 -17,050	-39%	-$216K	0.01%	517
2026 Q1	$563K	Buy	44,008 +12,049	+38%	+$162K	0.02%	374
2025 Q4	$453K	Sell	31,959 -8,250	-21%	-$118K	0.02%	404
2025 Q3	$601K	Buy	40,209 +10,094	+34%	+$161K	0.03%	351
2025 Q2	$490K	Sell	30,115 -53	-0.2%	-$830	0.03%	364
2025 Q1	$506K	Buy	30,168 +16,524	+121%	+$282K	0.03%	346
2024 Q4	$227K	Buy	+13,644	New	+$225K	0.01%	496

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

Visionary Wealth Advisors's BIZD Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its VanEck BDC Income ETF (BIZD) stake by 39% in Q2 2026, selling an estimated $216K and leaving 26,958 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #517.

Visionary Wealth Advisors first reported a position in BIZD in Q4 2024 and has held it in 7 quarters since. The position peaked at $601K in Q3 2025. 266 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Visionary Wealth Advisors held 26,958 shares of VanEck BDC Income ETF worth $341K as of Q2 2026.
Visionary Wealth Advisors sold 17,050 VanEck BDC Income ETF shares in Q2 2026, an estimated $216K.
VanEck BDC Income ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #517 holding.
Visionary Wealth Advisors first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 7 quarters since.
Visionary Wealth Advisors's VanEck BDC Income ETF position peaked at $601K in Q3 2025.
266 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.