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Kentucky Trust Company’s VanEck BDC Income ETF BIZD Stock Holding History

Kentucky Trust Company’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 		$6.33K Hold
500
– – ﹤0.01% 274
2026
Q1 		$6.4K Hold
500
– – ﹤0.01% 270
2025
Q4 		$7.09K Hold
500
– – ﹤0.01% 271
2025
Q3 		$7.47K Hold
500
– – ﹤0.01% 266
2025
Q2 		$8.14K Hold
500
– – ﹤0.01% 262
2025
Q1 		$8.38K Hold
500
– – 0.01% 258
2024
Q4 		$8.31K Buy
+500
New +$8.25K ﹤0.01% 261

Other funds holding BIZD

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
CIG
Cascade Investment Group Colorado Springs, Colorado $178M AUM 29.7% 1-Year Est. Return

Kentucky Trust Company's BIZD Position: Q2 2026 in Review

Kentucky Trust Company held its VanEck BDC Income ETF (BIZD) position steady in Q2 2026 at 500 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Kentucky Trust Company first reported a position in BIZD in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.38K in Q1 2025. 57 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Kentucky Trust Company held 500 shares of VanEck BDC Income ETF worth $6.33K as of Q2 2026.
  • Kentucky Trust Company left its VanEck BDC Income ETF share count unchanged in Q2 2026.
  • VanEck BDC Income ETF made up ﹤0.01% of Kentucky Trust Company's portfolio in Q2 2026, its #274 holding.
  • Kentucky Trust Company first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Kentucky Trust Company's VanEck BDC Income ETF position peaked at $8.38K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Kentucky Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.