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Kestra Private Wealth Services’s VanEck BDC Income ETF BIZD Stock Holding History

Kestra Private Wealth Services’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 		$1.2M Sell
94,714
-7,919
-8% -$100K 0.01% 807
2026
Q1 		$1.31M Sell
102,633
-3,711
-3% -$50K 0.02% 712
2025
Q4 		$1.51M Buy
106,344
+21,273
+25% +$305K 0.02% 642
2025
Q3 		$1.27M Buy
85,071
+13,299
+19% +$213K 0.02% 680
2025
Q2 		$1.17M Buy
71,772
+1,757
+3% +$27.5K 0.02% 683
2025
Q1 		$1.17M Sell
70,015
-1,542
-2% -$26.3K 0.02% 620
2024
Q4 		$1.19M Buy
71,557
+7,186
+11% +$119K 0.02% 590
2024
Q3 		$1.07M Sell
64,371
-57
-0.1% -$935 0.02% 598
2024
Q2 		$1.1M Buy
64,428
+31,112
+93% +$524K 0.02% 542
2024
Q1 		$563K Buy
33,316
+3,245
+11% +$53K 0.01% 754
2023
Q4 		$482K Buy
30,071
+5,974
+25% +$93.4K 0.01% 743
2023
Q3 		$386K Buy
24,097
+1,050
+5% +$16.4K 0.01% 760
2023
Q2 		$354K Buy
23,047
+10,862
+89% +$159K 0.01% 757
2023
Q1 		$181K Buy
12,185
+171
+1% +$2.57K 0.01% 945
2022
Q4 		$170K Sell
12,014
-1,251
-9% -$18.3K 0.01% 822
2022
Q3 		$180K Buy
13,265
+1,343
+11% +$20.9K 0.01% 799
2022
Q2 		$180K Buy
11,922
+31
+0.3% +$507 0.01% 816
2022
Q1 		$213K Buy
11,891
+32
+0.3% +$561 0.01% 868
2021
Q4 		$204K Buy
11,859
+31
+0.3% +$538 0.01% 900
2021
Q3 		$203K Buy
11,828
+27
+0.2% +$462 0.01% 847
2021
Q2 		$203K Buy
11,801
+33
+0.3% +$558 0.01% 809
2021
Q1 		$191K Sell
11,768
-767
-6% -$11.6K 0.01% 745
2020
Q4 		$170K Buy
12,535
+41
+0.3% +$528 0.01% 681
2020
Q3 		$152K Buy
+12,494
New +$149K 0.01% 622

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Kestra Private Wealth Services's BIZD Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its VanEck BDC Income ETF (BIZD) stake by 7.7% in Q2 2026, selling an estimated $100K and leaving 94,714 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #807.

Kestra Private Wealth Services first reported a position in BIZD in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.51M in Q4 2025. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Kestra Private Wealth Services held 94,714 shares of VanEck BDC Income ETF worth $1.2M as of Q2 2026.
  • Kestra Private Wealth Services sold 7,919 VanEck BDC Income ETF shares in Q2 2026, an estimated $100K.
  • VanEck BDC Income ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #807 holding.
  • Kestra Private Wealth Services first reported a position in VanEck BDC Income ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's VanEck BDC Income ETF position peaked at $1.51M in Q4 2025.
  • 268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.