Meriwether Wealth & Planning’s VanEck BDC Income ETF BIZD Stock Holding History

Meriwether Wealth & Planning’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	$2.42K	Buy	+188	New	+$2.43K	﹤0.01%	616

Other funds holding BIZD

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

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 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

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Meriwether Wealth & Planning's BIZD Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in VanEck BDC Income ETF (BIZD) in Q3 2026: 188 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings.

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

Meriwether Wealth & Planning held 188 shares of VanEck BDC Income ETF worth $2.42K as of Q3 2026.
VanEck BDC Income ETF was a new Meriwether Wealth & Planning position in Q3 2026.
VanEck BDC Income ETF made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #616 holding.
90 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.