CA
BKDV

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

Clearstead 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
Q1 		$29.5K Hold
995
– – ﹤0.01% 1371
2025
Q4 		$28.9K Buy
+995
New +$28.2K ﹤0.01% 1598

Other funds holding BKDV

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Clearstead Advisors's BKDV Position: Q1 2026 in Review

Clearstead Advisors held its BNY Mellon Dynamic Value ETF (BKDV) position steady in Q1 2026 at 995 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Clearstead Advisors first reported a position in BKDV in Q4 2025 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold BKDV as of Q1 2026.

  • Clearstead Advisors held 995 shares of BNY Mellon Dynamic Value ETF worth $29.5K as of Q1 2026.
  • Clearstead Advisors left its BNY Mellon Dynamic Value ETF share count unchanged in Q1 2026.
  • BNY Mellon Dynamic Value ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1371 holding.
  • Clearstead Advisors first reported a position in BNY Mellon Dynamic Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.