CAM
BKDV

Clarity Asset Management’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Clarity Asset Management’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 		– Sell
-4,332
Closed -$128K – 290
2026
Q1 		$128K Buy
+4,332
New +$131K 0.07% 86

Other funds holding BKDV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Clarity Asset Management's BKDV Position: Q2 2026 in Review

Clarity Asset Management sold out of BNY Mellon Dynamic Value ETF (BKDV) in Q2 2026, closing a stake of 4,332 shares — an estimated $128K sold.

Clarity Asset Management first reported a position in BKDV in Q1 2026 and held it in 1 quarter. The position peaked at $128K in Q1 2026. 6 funds tracked by Wall St. Rank hold BKDV as of Q2 2026.

  • Clarity Asset Management reported no remaining BNY Mellon Dynamic Value ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 4,332 BNY Mellon Dynamic Value ETF shares in Q2 2026, an estimated $128K.
  • Clarity Asset Management first reported a position in BNY Mellon Dynamic Value ETF in Q1 2026 and held it in 1 quarter.
  • Clarity Asset Management's BNY Mellon Dynamic Value ETF position peaked at $128K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.