AIM
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Archer Investment Management’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Archer Investment Management’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 		– Sell
-18,657
Closed -$518K – 130
2026
Q2 		$518K Sell
18,657
-570
-3% -$15.3K 0.18% 83
2026
Q1 		$467K Sell
19,227
-152,082
-89% -$3.89M 0.2% 77
2025
Q4 		$4.39M Buy
+171,309
New +$4.39M 2.36% 12

Other funds holding BDYN

KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Archer Investment Management's BDYN Position: Q3 2026 in Review

Archer Investment Management sold out of iShares Dynamic Equity Active ETF (BDYN) in Q3 2026, closing a stake of 18,657 shares — an estimated $518K sold.

Archer Investment Management first reported a position in BDYN in Q4 2025 and held it in 3 quarters. The position peaked at $4.39M in Q4 2025. 8 funds tracked by Wall St. Rank hold BDYN as of Q3 2026.

  • Archer Investment Management reported no remaining iShares Dynamic Equity Active ETF position as of Q3 2026 after selling out during the quarter.
  • Archer Investment Management sold 18,657 iShares Dynamic Equity Active ETF shares in Q3 2026, an estimated $518K.
  • Archer Investment Management first reported a position in iShares Dynamic Equity Active ETF in Q4 2025 and held it in 3 quarters.
  • Archer Investment Management's iShares Dynamic Equity Active ETF position peaked at $4.39M in Q4 2025.
  • 8 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.