AWS
BKDV

Atria Wealth Solutions’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-9,208
Closed -$233K – 1965
2025
Q1 		$233K Buy
+9,208
New +$235K ﹤0.01% 1629

Other funds holding BKDV

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return

Atria Wealth Solutions's BKDV Position: Q2 2025 in Review

Atria Wealth Solutions sold out of BNY Mellon Dynamic Value ETF (BKDV) in Q2 2025, closing a stake of 9,208 shares — an estimated $233K sold.

Atria Wealth Solutions first reported a position in BKDV in Q1 2025 and held it in 1 quarter. The position peaked at $233K in Q1 2025. 32 funds tracked by Wall St. Rank hold BKDV as of Q2 2025.

  • Atria Wealth Solutions reported no remaining BNY Mellon Dynamic Value ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,208 BNY Mellon Dynamic Value ETF shares in Q2 2025, an estimated $233K.
  • Atria Wealth Solutions first reported a position in BNY Mellon Dynamic Value ETF in Q1 2025 and held it in 1 quarter.
  • Atria Wealth Solutions's BNY Mellon Dynamic Value ETF position peaked at $233K in Q1 2025.
  • 32 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.