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United Advisor Group’s VanEck BDC Income ETF BIZD Stock Holding History

United Advisor Group’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
Q2 		$154K Buy
12,160
+1,910
+19% +$24.2K 0.02% 531
2026
Q1 		$131K Buy
+10,250
New +$138K 0.02% 495

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

United Advisor Group's BIZD Position: Q2 2026 in Review

United Advisor Group increased its VanEck BDC Income ETF (BIZD) stake by 19% in Q2 2026, buying an estimated $24.2K and bringing the position to 12,160 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #531.

United Advisor Group first reported a position in BIZD in Q1 2026 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • United Advisor Group held 12,160 shares of VanEck BDC Income ETF worth $154K as of Q2 2026.
  • United Advisor Group bought 1,910 VanEck BDC Income ETF shares in Q2 2026, an estimated $24.2K.
  • VanEck BDC Income ETF made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #531 holding.
  • United Advisor Group first reported a position in VanEck BDC Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.