Endowment Wealth Management
BIZD icon

Endowment Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Endowment Wealth Management’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 		$609K Buy
47,248
+13,434
+40% +$174K 0.21% 88
2026
Q2 		$428K Sell
33,814
-2,411
-7% -$30.5K 0.17% 96
2026
Q1 		$464K Buy
36,225
+1,955
+6% +$26.3K 0.21% 84
2025
Q4 		$486K Buy
34,270
+3,011
+10% +$43.2K 0.22% 85
2025
Q3 		$467K Buy
31,259
+6,058
+24% +$96.8K 0.21% 87
2025
Q2 		$410K Buy
25,201
+2,467
+11% +$38.6K 0.21% 88
2025
Q1 		$381K Sell
22,734
-321
-1% -$5.48K 0.25% 80
2024
Q4 		$383K Buy
23,055
+1,090
+5% +$18K 0.26% 78
2024
Q3 		$364K Sell
21,965
-1,491
-6% -$24.5K 0.24% 83
2024
Q2 		$401K Sell
23,456
-551
-2% -$9.27K 0.29% 71
2024
Q1 		$406K Sell
24,007
-1,171
-5% -$19.1K 0.3% 72
2023
Q4 		$404K Sell
25,178
-4,334
-15% -$67.8K 0.34% 68
2023
Q3 		$473K Sell
29,512
-2,172
-7% -$34K 0.42% 62
2023
Q2 		$487K Buy
31,684
+1,493
+5% +$21.8K 0.45% 60
2023
Q1 		$448K Sell
30,191
-308
-1% -$4.62K 0.45% 61
2022
Q4 		$432K Buy
30,499
+53
+0.2% +$774 0.48% 53
2022
Q3 		$413K Buy
30,446
+360
+1% +$5.61K 0.5% 55
2022
Q2 		$454K Buy
30,086
+955
+3% +$15.6K 0.55% 50
2022
Q1 		$522K Buy
29,131
+784
+3% +$13.7K 0.55% 46
2021
Q4 		$488K Buy
+28,347
New +$492K 0.49% 43

Other funds holding BIZD

Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return

Endowment Wealth Management's BIZD Position: Q3 2026 in Review

Endowment Wealth Management increased its VanEck BDC Income ETF (BIZD) stake by 40% in Q3 2026, buying an estimated $174K and bringing the position to 47,248 shares worth $609K. The position accounts for 0.21% of the portfolio, ranked #88.

Endowment Wealth Management first reported a position in BIZD in Q4 2021 and has held it in 20 quarters since. 114 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

  • Endowment Wealth Management held 47,248 shares of VanEck BDC Income ETF worth $609K as of Q3 2026.
  • Endowment Wealth Management bought 13,434 VanEck BDC Income ETF shares in Q3 2026, an estimated $174K.
  • VanEck BDC Income ETF made up 0.21% of Endowment Wealth Management's portfolio in Q3 2026, its #88 holding.
  • Endowment Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2021 and has held it in 20 quarters since.
  • 114 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on Endowment Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.