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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
Q3 		$157K Hold
12,160
– – 0.01% 556
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 Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

United Advisor Group's BIZD Position: Q3 2026 in Review

United Advisor Group held its VanEck BDC Income ETF (BIZD) position steady in Q3 2026 at 12,160 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #556.

United Advisor Group first reported a position in BIZD in Q1 2026 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

  • United Advisor Group held 12,160 shares of VanEck BDC Income ETF worth $157K as of Q3 2026.
  • United Advisor Group left its VanEck BDC Income ETF share count unchanged in Q3 2026.
  • VanEck BDC Income ETF made up 0.01% of United Advisor Group's portfolio in Q3 2026, its #556 holding.
  • United Advisor Group first reported a position in VanEck BDC Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.