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Advisory Solutions Group’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Advisory Solutions Group’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
Q3 		$6.68M Buy
239,772
+3,703
+2% +$103K 1.41% 15
2026
Q2 		$6.55M Buy
+236,069
New +$6.32M 2.22% 8

Other funds holding BDYN

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
WBH Advisory
WBH Advisory Baltimore, Maryland $1.48B AUM 13.91% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
Keystone Global Partners
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Advisory Solutions Group's BDYN Position: Q3 2026 in Review

Advisory Solutions Group increased its iShares Dynamic Equity Active ETF (BDYN) stake by 1.6% in Q3 2026, buying an estimated $103K and bringing the position to 239,772 shares worth $6.68M. The position accounts for 1.41% of the portfolio, ranked #15.

Advisory Solutions Group first reported a position in BDYN in Q2 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold BDYN as of Q3 2026.

  • Advisory Solutions Group held 239,772 shares of iShares Dynamic Equity Active ETF worth $6.68M as of Q3 2026.
  • Advisory Solutions Group bought 3,703 iShares Dynamic Equity Active ETF shares in Q3 2026, an estimated $103K.
  • iShares Dynamic Equity Active ETF made up 1.41% of Advisory Solutions Group's portfolio in Q3 2026, its #15 holding.
  • Advisory Solutions Group first reported a position in iShares Dynamic Equity Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.