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 Q3	$205K	Hold	15,900	–	–	0.13%	59
2026 Q2	$201K	Hold	15,900	–	–	0.13%	56
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

DKM Wealth Management's BIZD Position: Q3 2026 in Review

DKM Wealth Management held its VanEck BDC Income ETF (BIZD) position steady in Q3 2026 at 15,900 shares worth $205K. The position accounts for 0.13% of the portfolio, ranked #59.

DKM Wealth Management first reported a position in BIZD in Q4 2024 and has held it in 8 quarters since. The position peaked at $375K in Q1 2025. 224 funds tracked by Wall St. Rank hold BIZD as of Q3 2026.

DKM Wealth Management held 15,900 shares of VanEck BDC Income ETF worth $205K as of Q3 2026.
DKM Wealth Management left its VanEck BDC Income ETF share count unchanged in Q3 2026.
VanEck BDC Income ETF made up 0.13% of DKM Wealth Management's portfolio in Q3 2026, its #59 holding.
DKM Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 8 quarters since.
DKM Wealth Management's VanEck BDC Income ETF position peaked at $375K in Q1 2025.
224 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.