Koshinski Asset Management’s VanEck BDC Income ETF BIZD Stock Holding History

Koshinski Asset 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 Q1	–	Sell	-10,190	Closed	-$144K	–	730
2025 Q4	$144K	Hold	10,190	–	–	0.01%	706
2025 Q3	$152K	Hold	10,190	–	–	0.01%	707
2025 Q2	$166K	Hold	10,190	–	–	0.01%	671
2025 Q1	$171K	Hold	10,190	–	–	0.01%	612
2024 Q4	$169K	Hold	10,190	–	–	0.01%	609
2024 Q3	$169K	Sell	10,190 -850	-8%	-$13.9K	0.01%	613
2024 Q2	$186K	Buy	+11,040	New	+$186K	0.02%	580
2023 Q4	–	Sell	-12,040	Closed	-$193K	–	512
2023 Q3	$193K	Hold	12,040	–	–	0.02%	533
2023 Q2	$185K	Sell	12,040 -3,216	-21%	-$47K	0.02%	569
2023 Q1	$226K	Hold	15,256	–	–	0.02%	504
2022 Q4	$216K	Hold	15,256	–	–	0.02%	552
2022 Q3	$207K	Hold	15,256	–	–	0.02%	488
2022 Q2	$230K	Sell	15,256 -600	-4%	-$9.82K	0.02%	523
2022 Q1	$284K	Sell	15,856 -32,963	-68%	-$578K	0.02%	493
2021 Q4	$840K	Buy	48,819 +571	+1%	+$9.9K	0.07%	293
2021 Q3	$827K	Buy	48,248 +10,030	+26%	+$172K	0.07%	295
2021 Q2	$656K	Buy	+38,218	New	+$646K	0.08%	274
2021 Q1	–	Sell	-59,363	Closed	-$815K	–	592
2020 Q4	$815K	Buy	+59,363	New	+$765K	0.1%	230

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

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

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

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Koshinski Asset Management's BIZD Position: Q1 2026 in Review

Koshinski Asset Management sold out of VanEck BDC Income ETF (BIZD) in Q1 2026, closing a stake of 10,190 shares — an estimated $144K sold.

Koshinski Asset Management first reported a position in BIZD in Q4 2020 and held it in 18 quarters. The position peaked at $840K in Q4 2021. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Koshinski Asset Management reported no remaining VanEck BDC Income ETF position as of Q1 2026 after selling out during the quarter.
Koshinski Asset Management sold 10,190 VanEck BDC Income ETF shares in Q1 2026, an estimated $144K.
Koshinski Asset Management first reported a position in VanEck BDC Income ETF in Q4 2020 and held it in 18 quarters.
Koshinski Asset Management's VanEck BDC Income ETF position peaked at $840K in Q4 2021.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.