Cambridge Investment Research Advisors
BKDV

Cambridge Investment Research Advisors’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Cambridge Investment Research 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 		$4.64M Buy
138,609
+518
+0.4% +$16.6K 0.01% 1074
2026
Q1 		$4.1M Buy
138,091
+123,871
+871% +$3.74M 0.01% 1085
2025
Q4 		$413K Buy
+14,220
New +$403K ﹤0.01% 2910

Other funds holding BKDV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
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
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors's BKDV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 0.38% in Q2 2026, buying an estimated $16.6K and bringing the position to 138,609 shares worth $4.64M. The position accounts for 0.01% of the portfolio, ranked #1074.

Cambridge Investment Research Advisors first reported a position in BKDV in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold BKDV as of Q2 2026.

  • Cambridge Investment Research Advisors held 138,609 shares of BNY Mellon Dynamic Value ETF worth $4.64M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 518 BNY Mellon Dynamic Value ETF shares in Q2 2026, an estimated $16.6K.
  • BNY Mellon Dynamic Value ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1074 holding.
  • Cambridge Investment Research Advisors first reported a position in BNY Mellon Dynamic Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.