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

Great Waters 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	$157K	Hold	12,186	–	–	0.01%	130
2026 Q2	$154K	Hold	12,186	–	–	0.01%	125
2026 Q1	$156K	Hold	12,186	–	–	0.02%	120
2025 Q4	$173K	Hold	12,186	–	–	0.02%	115
2025 Q3	$182K	Hold	12,186	–	–	0.02%	112
2025 Q2	$198K	Hold	12,186	–	–	0.03%	107
2025 Q1	$204K	Buy	+12,186	New	+$208K	0.03%	98

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

PFS

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

FMN

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

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Great Waters Wealth Management's BIZD Position: Q3 2026 in Review

Great Waters Wealth Management held its VanEck BDC Income ETF (BIZD) position steady in Q3 2026 at 12,186 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #130.

Great Waters Wealth Management first reported a position in BIZD in Q1 2025 and has held it in 7 quarters since. The position peaked at $204K in Q1 2025. 27 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

Great Waters Wealth Management held 12,186 shares of VanEck BDC Income ETF worth $157K as of Q3 2026.
Great Waters Wealth Management left its VanEck BDC Income ETF share count unchanged in Q3 2026.
VanEck BDC Income ETF made up 0.01% of Great Waters Wealth Management's portfolio in Q3 2026, its #130 holding.
Great Waters Wealth Management first reported a position in VanEck BDC Income ETF in Q1 2025 and has held it in 7 quarters since.
Great Waters Wealth Management's VanEck BDC Income ETF position peaked at $204K in Q1 2025.
27 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.