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

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

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

Adams Asset Advisors Dallas, Texas $882M AUM 42% 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

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return