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 Q1	$131K	Buy	+10,250	New	+$138K	0.02%	495

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

United Advisor Group's BIZD Position: Q1 2026 in Review

United Advisor Group opened a new position in VanEck BDC Income ETF (BIZD) in Q1 2026: 10,250 shares worth $131K. The stake represents 0.02% of the portfolio and ranks #495 among its holdings.

235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

United Advisor Group held 10,250 shares of VanEck BDC Income ETF worth $131K as of Q1 2026.
VanEck BDC Income ETF was a new United Advisor Group position in Q1 2026.
VanEck BDC Income ETF made up 0.02% of United Advisor Group's portfolio in Q1 2026, its #495 holding.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.