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 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 $1.37T 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

Kingswood Wealth Advisors's BIZD Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its VanEck BDC Income ETF (BIZD) stake by 27% in Q1 2026, selling an estimated $546K and leaving 109,201 shares worth $1.4M. The position accounts for 0.07% of the portfolio, ranked #299.

Kingswood Wealth Advisors first reported a position in BIZD in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.53M in Q4 2024. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Kingswood Wealth Advisors held 109,201 shares of VanEck BDC Income ETF worth $1.4M as of Q1 2026.
Kingswood Wealth Advisors sold 40,550 VanEck BDC Income ETF shares in Q1 2026, an estimated $546K.
VanEck BDC Income ETF made up 0.07% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #299 holding.
Kingswood Wealth Advisors first reported a position in VanEck BDC Income ETF in Q2 2023 and has held it in 10 quarters since.
Kingswood Wealth Advisors's VanEck BDC Income ETF position peaked at $2.53M in Q4 2024.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.