Superior Planning, LLC’s VanEck BDC Income ETF BIZD Stock Holding History

Superior Planning, 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	$12.6K	Buy	+979	New	+$12.7K	0.01%	845

Other funds holding BIZD

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

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

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's BIZD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in VanEck BDC Income ETF (BIZD) in Q3 2026: 979 shares worth $12.6K. The stake represents 0.01% of the portfolio and ranks #845 among its holdings.

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

Superior Planning, LLC held 979 shares of VanEck BDC Income ETF worth $12.6K as of Q3 2026.
VanEck BDC Income ETF was a new Superior Planning, LLC position in Q3 2026.
VanEck BDC Income ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #845 holding.
192 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.