Scheeler Financial LLC’s VanEck BDC Income ETF BIZD Stock Holding History

Scheeler Financial LLC’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 Q3	$521K	Buy	+40,452	New	+$524K	0.39%	30

Other funds holding BIZD

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Scheeler Financial LLC's BIZD Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in VanEck BDC Income ETF (BIZD) in Q3 2026: 40,452 shares worth $521K. The stake represents 0.39% of the portfolio and ranks #30 among its holdings.

19 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

Scheeler Financial LLC held 40,452 shares of VanEck BDC Income ETF worth $521K as of Q3 2026.
VanEck BDC Income ETF was a new Scheeler Financial LLC position in Q3 2026.
VanEck BDC Income ETF made up 0.39% of Scheeler Financial LLC's portfolio in Q3 2026, its #30 holding.
19 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.