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EPIQ Partners’s VanEck BDC Income ETF BIZD Stock Holding History

EPIQ 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
Q3 		$339K Sell
26,327
-13,566
-34% -$176K 0.15% 76
2026
Q2 		$505K Buy
+39,893
New +$505K 0.21% 59

Other funds holding BIZD

MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

EPIQ Partners's BIZD Position: Q3 2026 in Review

EPIQ Partners reduced its VanEck BDC Income ETF (BIZD) stake by 34% in Q3 2026, selling an estimated $176K and leaving 26,327 shares worth $339K. The position accounts for 0.15% of the portfolio, ranked #76.

EPIQ Partners first reported a position in BIZD in Q2 2026 and has held it in 2 quarters since. The position peaked at $505K in Q2 2026. 14 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

  • EPIQ Partners held 26,327 shares of VanEck BDC Income ETF worth $339K as of Q3 2026.
  • EPIQ Partners sold 13,566 VanEck BDC Income ETF shares in Q3 2026, an estimated $176K.
  • VanEck BDC Income ETF made up 0.15% of EPIQ Partners's portfolio in Q3 2026, its #76 holding.
  • EPIQ Partners first reported a position in VanEck BDC Income ETF in Q2 2026 and has held it in 2 quarters since.
  • EPIQ Partners's VanEck BDC Income ETF position peaked at $505K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.