CHIAL
BKDV

Copper Harbor Investment Advisors, LLC’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Copper Harbor Investment Advisors, LLC’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 		$1.7M Buy
+50,657
New +$1.63M 0.36% 46

Other funds holding BKDV

CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's BKDV Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in BNY Mellon Dynamic Value ETF (BKDV) in Q2 2026: 50,657 shares worth $1.7M. The stake represents 0.36% of the portfolio and ranks #46 among its holdings.

17 funds tracked by Wall St. Rank hold BKDV as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 50,657 shares of BNY Mellon Dynamic Value ETF worth $1.7M as of Q2 2026.
  • BNY Mellon Dynamic Value ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • BNY Mellon Dynamic Value ETF made up 0.36% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #46 holding.
  • 17 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.