AAA
BKDV

American Alpha Advisors’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

American Alpha Advisors’s Portfolio BKDV Stock Details BKDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.4M Buy
81,046
+15,175
+23% +$458K 1.28% 20
2025
Q4 		$1.91M Buy
65,871
+10,302
+19% +$292K 1.13% 21
2025
Q3 		$1.54M Buy
55,569
+22,599
+69% +$614K 1.07% 20
2025
Q2 		$877K Sell
32,970
-2,012
-6% -$50.2K 0.69% 28
2025
Q1 		$885K Buy
+34,982
New +$893K 0.74% 24

Other funds holding BKDV

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

American Alpha Advisors's BKDV Position: Q1 2026 in Review

American Alpha Advisors increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 23% in Q1 2026, buying an estimated $458K and bringing the position to 81,046 shares worth $2.4M. The position accounts for 1.28% of the portfolio, ranked #20.

American Alpha Advisors first reported a position in BKDV in Q1 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold BKDV as of Q1 2026.

  • American Alpha Advisors held 81,046 shares of BNY Mellon Dynamic Value ETF worth $2.4M as of Q1 2026.
  • American Alpha Advisors bought 15,175 BNY Mellon Dynamic Value ETF shares in Q1 2026, an estimated $458K.
  • BNY Mellon Dynamic Value ETF made up 1.28% of American Alpha Advisors's portfolio in Q1 2026, its #20 holding.
  • American Alpha Advisors first reported a position in BNY Mellon Dynamic Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 82 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q1 2026.

Based on American Alpha Advisors's 13F filing for Q1 2026, filed 15 May 2026.