Kingswood Wealth Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Kingswood Wealth Advisors’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	$1.42M	Buy	111,877 +2,676	+2%	+$33.9K	0.06%	332
2026 Q1	$1.4M	Sell	109,201 -40,550	-27%	-$546K	0.07%	299
2025 Q4	$2.12M	Buy	149,751 +6,185	+4%	+$88.6K	0.1%	199
2025 Q3	$2.14M	Buy	143,566 +31,839	+28%	+$509K	0.13%	173
2025 Q2	$1.82M	Buy	111,727 +13,172	+13%	+$206K	0.14%	156
2025 Q1	$1.63M	Sell	98,555 -53,651	-35%	-$916K	0.15%	161
2024 Q4	$2.53M	Buy	+152,206	New	+$2.51M	0.19%	118
2024 Q3	–	Sell	-81,192	Closed	-$1.39M	–	671
2024 Q2	$1.39M	Buy	81,192 +7,863	+11%	+$132K	0.13%	176
2024 Q1	$1.24M	Buy	73,329 +5,939	+9%	+$97K	0.14%	166
2023 Q4	$1.08M	Buy	+67,390	New	+$1.05M	0.12%	181
2023 Q3	–	Sell	-53,151	Closed	-$816K	–	427
2023 Q2	$816K	Buy	+53,151	New	+$778K	0.26%	96

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Kingswood Wealth Advisors's BIZD Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its VanEck BDC Income ETF (BIZD) stake by 2.5% in Q2 2026, buying an estimated $33.9K and bringing the position to 111,877 shares worth $1.42M. The position accounts for 0.06% of the portfolio, ranked #332.

Kingswood Wealth Advisors first reported a position in BIZD in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.53M in Q4 2024. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Kingswood Wealth Advisors held 111,877 shares of VanEck BDC Income ETF worth $1.42M as of Q2 2026.
Kingswood Wealth Advisors bought 2,676 VanEck BDC Income ETF shares in Q2 2026, an estimated $33.9K.
VanEck BDC Income ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #332 holding.
Kingswood Wealth Advisors first reported a position in VanEck BDC Income ETF in Q2 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's VanEck BDC Income ETF position peaked at $2.53M in Q4 2024.
268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.