Innovative Advisory Group, LLC’s VanEck BDC Income ETF BIZD Stock Holding History

Innovative Advisory Group, LLC’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 Q1	–	Sell	-800	Closed	-$11.3K	–	61
2025 Q4	$11.3K	Hold	800	–	–	0.01%	128
2025 Q3	$12K	Hold	800	–	–	0.01%	129
2025 Q2	$13K	Hold	800	–	–	0.01%	121
2025 Q1	$13.4K	Hold	800	–	–	0.01%	99
2024 Q4	$13.3K	Buy	+800	New	+$13.2K	0.01%	97

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Innovative Advisory Group, LLC's BIZD Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of VanEck BDC Income ETF (BIZD) in Q1 2026, closing a stake of 800 shares — an estimated $11.3K sold.

Innovative Advisory Group, LLC first reported a position in BIZD in Q4 2024 and held it in 5 quarters. The position peaked at $13.4K in Q1 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining VanEck BDC Income ETF position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 800 VanEck BDC Income ETF shares in Q1 2026, an estimated $11.3K.
Innovative Advisory Group, LLC first reported a position in VanEck BDC Income ETF in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's VanEck BDC Income ETF position peaked at $13.4K in Q1 2025.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.