Kovack Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Kovack 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	–	Sell	-10,206	Closed	-$145K	–	1019
2025 Q4	$145K	Buy	+10,206	New	+$146K	0.01%	971
2023 Q4	–	Sell	-10,612	Closed	-$170K	–	576
2023 Q3	$170K	Buy	10,612 +204	+2%	+$3.19K	0.02%	503
2023 Q2	$160K	Sell	10,408 -100	-1%	-$1.46K	0.02%	532
2023 Q1	$156K	Buy	+10,508	New	+$158K	0.02%	536

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

Kovack Advisors's BIZD Position: Q1 2026 in Review

Kovack Advisors sold out of VanEck BDC Income ETF (BIZD) in Q1 2026, closing a stake of 10,206 shares — an estimated $145K sold.

Kovack Advisors first reported a position in BIZD in Q1 2023 and held it in 4 quarters. The position peaked at $170K in Q3 2023. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Kovack Advisors reported no remaining VanEck BDC Income ETF position as of Q1 2026 after selling out during the quarter.
Kovack Advisors sold 10,206 VanEck BDC Income ETF shares in Q1 2026, an estimated $145K.
Kovack Advisors first reported a position in VanEck BDC Income ETF in Q1 2023 and held it in 4 quarters.
Kovack Advisors's VanEck BDC Income ETF position peaked at $170K in Q3 2023.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.