Beaumont Financial Advisors’s BNY Mellon Enhanced Dividend and Income ETF BEDY Stock Holding History

Beaumont Financial Advisors’s Portfolio BEDY Stock Details BEDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$204K	Buy	+7,043	New	+$199K	0.01%	368

Other funds holding BEDY

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FIC

FCG Investment Company Germantown, Tennessee $289M AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Beaumont Financial Advisors's BEDY Position: Q2 2026 in Review

Beaumont Financial Advisors opened a new position in BNY Mellon Enhanced Dividend and Income ETF (BEDY) in Q2 2026: 7,043 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #368 among its holdings.

37 funds tracked by Wall St. Rank hold BEDY as of Q2 2026.

Beaumont Financial Advisors held 7,043 shares of BNY Mellon Enhanced Dividend and Income ETF worth $204K as of Q2 2026.
BNY Mellon Enhanced Dividend and Income ETF was a new Beaumont Financial Advisors position in Q2 2026.
BNY Mellon Enhanced Dividend and Income ETF made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #368 holding.
37 funds tracked by Wall St. Rank held BNY Mellon Enhanced Dividend and Income ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.