Wealthcare Advisory Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Wealthcare Advisory Partners’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	$652K	Sell	51,507 -1,513	-3%	-$19.2K	0.01%	636
2026 Q1	$679K	Sell	53,020 -6,233	-11%	-$83.9K	0.01%	610
2025 Q4	$840K	Buy	59,253 +6,851	+13%	+$98.2K	0.02%	562
2025 Q3	$783K	Sell	52,402 -3,157	-6%	-$50.5K	0.02%	567
2025 Q2	$904K	Buy	55,559 +34,797	+168%	+$545K	0.02%	507
2025 Q1	$348K	Buy	20,762 +1,786	+9%	+$30.5K	0.01%	689
2024 Q4	$316K	Buy	18,976 +7,111	+60%	+$117K	0.01%	695
2024 Q3	$196K	Buy	+11,865	New	+$195K	0.01%	843

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

Wealthcare Advisory Partners's BIZD Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its VanEck BDC Income ETF (BIZD) stake by 2.9% in Q2 2026, selling an estimated $19.2K and leaving 51,507 shares worth $652K. The position accounts for 0.01% of the portfolio, ranked #636.

Wealthcare Advisory Partners first reported a position in BIZD in Q3 2024 and has held it in 8 quarters since. The position peaked at $904K in Q2 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Wealthcare Advisory Partners held 51,507 shares of VanEck BDC Income ETF worth $652K as of Q2 2026.
Wealthcare Advisory Partners sold 1,513 VanEck BDC Income ETF shares in Q2 2026, an estimated $19.2K.
VanEck BDC Income ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #636 holding.
Wealthcare Advisory Partners first reported a position in VanEck BDC Income ETF in Q3 2024 and has held it in 8 quarters since.
Wealthcare Advisory Partners's VanEck BDC Income ETF position peaked at $904K in Q2 2025.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.