Action Point Financial Planning’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Action Point Financial Planning’s Portfolio BDYN Stock Details BDYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.28K	Buy	+298	New	+$7.98K	﹤0.01%	1549

Other funds holding BDYN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Action Point Financial Planning's BDYN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Dynamic Equity Active ETF (BDYN) in Q2 2026: 298 shares worth $8.28K. The stake represents ﹤0.01% of the portfolio and ranks #1549 among its holdings.

125 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

Action Point Financial Planning held 298 shares of iShares Dynamic Equity Active ETF worth $8.28K as of Q2 2026.
iShares Dynamic Equity Active ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Dynamic Equity Active ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1549 holding.
125 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.