Avantax Advisory Services’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Avantax Advisory Services’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	$1.55M	Buy	+58,325	New	+$1.45M	0.01%	927

Other funds holding BKDV

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 Waltham, Massachusetts $71.6B AUM 21.08% 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 $261M AUM 16.94% 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

TPA

Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return

Avantax Advisory Services's BKDV Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in BNY Mellon Dynamic Value ETF (BKDV) in Q2 2025: 58,325 shares worth $1.55M. The stake represents 0.01% of the portfolio and ranks #927 among its holdings.

32 funds tracked by Wall St. Rank hold BKDV as of Q2 2025.

Avantax Advisory Services held 58,325 shares of BNY Mellon Dynamic Value ETF worth $1.55M as of Q2 2025.
BNY Mellon Dynamic Value ETF was a new Avantax Advisory Services position in Q2 2025.
BNY Mellon Dynamic Value ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #927 holding.
32 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.