CAPTRUST Financial Advisors
BDYN

CAPTRUST Financial Advisors’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BDYN Stock Details BDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17,948
Closed -$454K – 2838
2025
Q3 		$454K Buy
+17,948
New +$453K ﹤0.01% 1879

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

CAPTRUST Financial Advisors's BDYN Position: Q4 2025 in Review

CAPTRUST Financial Advisors sold out of iShares Dynamic Equity Active ETF (BDYN) in Q4 2025, closing a stake of 17,948 shares — an estimated $454K sold.

CAPTRUST Financial Advisors first reported a position in BDYN in Q3 2025 and held it in 1 quarter. The position peaked at $454K in Q3 2025. 107 funds tracked by Wall St. Rank hold BDYN as of Q4 2025.

  • CAPTRUST Financial Advisors reported no remaining iShares Dynamic Equity Active ETF position as of Q4 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 17,948 iShares Dynamic Equity Active ETF shares in Q4 2025, an estimated $454K.
  • CAPTRUST Financial Advisors first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's iShares Dynamic Equity Active ETF position peaked at $454K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q4 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.