UBS Group’s ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 BDCZ Stock Holding History

UBS Group’s Portfolio BDCZ Stock Details BDCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.86K	Buy	478 +418	+697%	+$6.32K	﹤0.01%	8805
2026 Q1	$904	Sell	60 -95	-61%	-$1.5K	﹤0.01%	9699
2025 Q4	$2.61K	Sell	155 -4,904	-97%	-$81.4K	﹤0.01%	9270
2025 Q3	$86.6K	Buy	5,059 +19	+0.4%	+$346	﹤0.01%	7221
2025 Q2	$93K	Sell	5,040 -97	-2%	-$1.73K	﹤0.01%	7299
2025 Q1	$99K	Buy	+5,137	New	+$101K	﹤0.01%	7059
2024 Q4	–	Sell	-1,879	Closed	-$35.8K	–	9928
2024 Q3	$35.8K	Buy	1,879 +1,426	+315%	+$27.1K	﹤0.01%	7036
2024 Q2	$9.15K	Buy	+453	New	+$8.83K	﹤0.01%	7758
2023 Q1	–	Sell	-1,749	Closed	-$29.2K	–	9605
2022 Q4	$29.2K	Buy	+1,749	New	+$29.4K	﹤0.01%	7266
2022 Q3	–	Sell	-674	Closed	-$12K	–	10329
2022 Q2	$12K	Buy	+674	New	+$12.6K	﹤0.01%	7635
2018 Q3	–	Sell	-200	Closed	-$4K	–	7968
2018 Q2	$4K	Hold	200	–	–	﹤0.01%	7531
2018 Q1	$4K	Hold	200	–	–	﹤0.01%	7311
2017 Q4	$4K	Buy	+200	New	+$4.25K	﹤0.01%	7454

Other funds holding BDCZ

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

UBS Group's BDCZ Position: Q2 2026 in Review

UBS Group increased its ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 (BDCZ) stake by 697% in Q2 2026, buying an estimated $6.32K and bringing the position to 478 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #8805.

UBS Group first reported a position in BDCZ in Q4 2017 and has held it in 13 quarters since. The position peaked at $99K in Q1 2025. 7 funds tracked by Wall St. Rank hold BDCZ as of Q2 2026.

UBS Group held 478 shares of ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 worth $6.86K as of Q2 2026.
UBS Group bought 418 ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 shares in Q2 2026, an estimated $6.32K.
ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8805 holding.
UBS Group first reported a position in ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 in Q4 2017 and has held it in 13 quarters since.
UBS Group's ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 position peaked at $99K in Q1 2025.
7 funds tracked by Wall St. Rank held ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.