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

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

Wealth Enhancement Advisory Services's BIZD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its VanEck BDC Income ETF (BIZD) stake by 2.5% in Q2 2026, selling an estimated $13.8K and leaving 43,091 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #2611.

Wealth Enhancement Advisory Services first reported a position in BIZD in Q1 2025 and has held it in 6 quarters since. The position peaked at $972K in Q4 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Wealth Enhancement Advisory Services held 43,091 shares of VanEck BDC Income ETF worth $541K as of Q2 2026.
Wealth Enhancement Advisory Services sold 1,087 VanEck BDC Income ETF shares in Q2 2026, an estimated $13.8K.
VanEck BDC Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2611 holding.
Wealth Enhancement Advisory Services first reported a position in VanEck BDC Income ETF in Q1 2025 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's VanEck BDC Income ETF position peaked at $972K in Q4 2025.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.