U.S. Capital Wealth Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

U.S. Capital Wealth Advisors’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	$4.68M	Buy	+365,388	New	+$4.92M	0.12%	205
2025 Q4	–	Sell	-50,223	Closed	-$750K	–	989
2025 Q3	$750K	Buy	50,223 +9,862	+24%	+$158K	0.02%	536
2025 Q2	$657K	Buy	40,361 +13,436	+50%	+$210K	0.02%	534
2025 Q1	$451K	Buy	+26,925	New	+$460K	0.01%	608

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

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

U.S. Capital Wealth Advisors's BIZD Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in VanEck BDC Income ETF (BIZD) in Q1 2026: 365,388 shares worth $4.68M. The stake represents 0.12% of the portfolio and ranks #205 among its holdings. This is a return to the name: U.S. Capital Wealth Advisors previously reported a position in BIZD as recently as Q3 2025.

U.S. Capital Wealth Advisors first reported a position in BIZD in Q1 2025 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

U.S. Capital Wealth Advisors held 365,388 shares of VanEck BDC Income ETF worth $4.68M as of Q1 2026.
VanEck BDC Income ETF was a new U.S. Capital Wealth Advisors position in Q1 2026.
VanEck BDC Income ETF made up 0.12% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #205 holding.
U.S. Capital Wealth Advisors first reported a position in VanEck BDC Income ETF in Q1 2025 and has held it in 4 quarters since.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.