LMKC
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L.M. Kohn & Company’s VanEck BDC Income ETF BIZD Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$200K Buy
13,384
+65
+0.5% +$1.04K 0.24% 119
2025
Q2 		$217K Buy
+13,319
New +$208K 0.06% 258

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

L.M. Kohn & Company's BIZD Position: Q3 2025 in Review

L.M. Kohn & Company increased its VanEck BDC Income ETF (BIZD) stake by 0.49% in Q3 2025, buying an estimated $1.04K and bringing the position to 13,384 shares worth $200K. The position accounts for 0.24% of the portfolio, ranked #119.

L.M. Kohn & Company first reported a position in BIZD in Q2 2025 and has held it in 2 quarters since. The position peaked at $217K in Q2 2025. 230 funds tracked by Wall St. Rank hold BIZD as of Q3 2025.

  • L.M. Kohn & Company held 13,384 shares of VanEck BDC Income ETF worth $200K as of Q3 2025.
  • L.M. Kohn & Company bought 65 VanEck BDC Income ETF shares in Q3 2025, an estimated $1.04K.
  • VanEck BDC Income ETF made up 0.24% of L.M. Kohn & Company's portfolio in Q3 2025, its #119 holding.
  • L.M. Kohn & Company first reported a position in VanEck BDC Income ETF in Q2 2025 and has held it in 2 quarters since.
  • L.M. Kohn & Company's VanEck BDC Income ETF position peaked at $217K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.