DKM Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

DKM Wealth Management’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	$204K	Sell	15,900 -6,500	-29%	-$87.5K	0.15%	57
2025 Q4	$318K	Hold	22,400	–	–	0.24%	43
2025 Q3	$335K	Hold	22,400	–	–	0.27%	40
2025 Q2	$365K	Hold	22,400	–	–	0.31%	36
2025 Q1	$375K	Hold	22,400	–	–	0.36%	33
2024 Q4	$373K	Buy	+22,400	New	+$369K	0.35%	34

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

DKM Wealth Management's BIZD Position: Q1 2026 in Review

DKM Wealth Management reduced its VanEck BDC Income ETF (BIZD) stake by 29% in Q1 2026, selling an estimated $87.5K and leaving 15,900 shares worth $204K. The position accounts for 0.15% of the portfolio, ranked #57.

DKM Wealth Management first reported a position in BIZD in Q4 2024 and has held it in 6 quarters since. The position peaked at $375K in Q1 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

DKM Wealth Management held 15,900 shares of VanEck BDC Income ETF worth $204K as of Q1 2026.
DKM Wealth Management sold 6,500 VanEck BDC Income ETF shares in Q1 2026, an estimated $87.5K.
VanEck BDC Income ETF made up 0.15% of DKM Wealth Management's portfolio in Q1 2026, its #57 holding.
DKM Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 6 quarters since.
DKM Wealth Management's VanEck BDC Income ETF position peaked at $375K in Q1 2025.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.