Maia Wealth
BIZD icon

Maia Wealth’s VanEck BDC Income ETF BIZD Stock Holding History

Maia Wealth’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 		$4.92M Sell
381,407
-5,528
-1% -$71.6K 0.68% 40
2026
Q2 		$4.9M Buy
386,935
+194,170
+101% +$2.46M 0.72% 37
2026
Q1 		$2.47M Buy
192,765
+120,920
+168% +$1.63M 0.42% 69
2025
Q4 		$978K Buy
71,845
+47,192
+191% +$676K 0.17% 139
2025
Q3 		$350K Buy
+24,653
New +$394K 0.06% 254

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
GAMC
Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Maia Wealth's BIZD Position: Q3 2026 in Review

Maia Wealth reduced its VanEck BDC Income ETF (BIZD) stake by 1.4% in Q3 2026, selling an estimated $71.6K and leaving 381,407 shares worth $4.92M. The position accounts for 0.68% of the portfolio, ranked #40.

Maia Wealth first reported a position in BIZD in Q3 2025 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

  • Maia Wealth held 381,407 shares of VanEck BDC Income ETF worth $4.92M as of Q3 2026.
  • Maia Wealth sold 5,528 VanEck BDC Income ETF shares in Q3 2026, an estimated $71.6K.
  • VanEck BDC Income ETF made up 0.68% of Maia Wealth's portfolio in Q3 2026, its #40 holding.
  • Maia Wealth first reported a position in VanEck BDC Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 118 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.