BFA
BKDV

Blueprint Financial Advisors’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Blueprint Financial 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
Q2 		$553K Sell
16,518
-259
-2% -$8.32K 0.06% 111
2026
Q1 		$498K Buy
16,777
+878
+6% +$26.5K 0.07% 85
2025
Q4 		$461K Buy
+15,899
New +$450K 0.07% 87

Other funds holding BKDV

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Blueprint Financial Advisors's BKDV Position: Q2 2026 in Review

Blueprint Financial Advisors reduced its BNY Mellon Dynamic Value ETF (BKDV) stake by 1.5% in Q2 2026, selling an estimated $8.32K and leaving 16,518 shares worth $553K. The position accounts for 0.06% of the portfolio, ranked #111.

Blueprint Financial Advisors first reported a position in BKDV in Q4 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold BKDV as of Q2 2026.

  • Blueprint Financial Advisors held 16,518 shares of BNY Mellon Dynamic Value ETF worth $553K as of Q2 2026.
  • Blueprint Financial Advisors sold 259 BNY Mellon Dynamic Value ETF shares in Q2 2026, an estimated $8.32K.
  • BNY Mellon Dynamic Value ETF made up 0.06% of Blueprint Financial Advisors's portfolio in Q2 2026, its #111 holding.
  • Blueprint Financial Advisors first reported a position in BNY Mellon Dynamic Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.