Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s VanEck BDC Income ETF BIZD Stock Holding History

Wealth Enhancement Advisory Services’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	$541K	Sell	43,091 -1,087	-2%	-$13.8K	﹤0.01%	2611
2026 Q1	$546K	Sell	44,178 -23,603	-35%	-$318K	﹤0.01%	2248
2025 Q4	$972K	Buy	67,781 +42,970	+173%	+$616K	﹤0.01%	1981
2025 Q3	$351K	Sell	24,811 -285	-1%	-$4.56K	﹤0.01%	2651
2025 Q2	$407K	Buy	25,096 +2,788	+12%	+$43.6K	﹤0.01%	2380
2025 Q1	$374K	Buy	+22,308	New	+$381K	﹤0.01%	2265

Other funds holding BIZD

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Paller Financial Services Centennial, Colorado $134M AUM

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return