UBS Group
BDCZ icon

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
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

IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group's BDCZ Position: Q1 2026 in Review

UBS Group reduced its ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 (BDCZ) stake by 61% in Q1 2026, selling an estimated $1.5K and leaving 60 shares worth $904. The position accounts for ﹤0.01% of the portfolio, ranked #9699.

UBS Group first reported a position in BDCZ in Q4 2017 and has held it in 12 quarters since. The position peaked at $99K in Q1 2025. 7 funds tracked by Wall St. Rank hold BDCZ as of Q1 2026.

  • UBS Group held 60 shares of ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 worth $904 as of Q1 2026.
  • UBS Group sold 95 ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 shares in Q1 2026, an estimated $1.5K.
  • ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9699 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 12 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 Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.