EWM
BDYN

Elevation Wealth Management’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Elevation Wealth Management’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
2026
Q2 		$467K Sell
16,836
-1,766
-9% -$47.3K 0.35% 75
2026
Q1 		$452K Buy
18,602
+577
+3% +$14.8K 0.41% 63
2025
Q4 		$462K Buy
+18,025
New +$462K 0.44% 65

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Elevation Wealth Management's BDYN Position: Q2 2026 in Review

Elevation Wealth Management reduced its iShares Dynamic Equity Active ETF (BDYN) stake by 9.5% in Q2 2026, selling an estimated $47.3K and leaving 16,836 shares worth $467K. The position accounts for 0.35% of the portfolio, ranked #75.

Elevation Wealth Management first reported a position in BDYN in Q4 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Elevation Wealth Management held 16,836 shares of iShares Dynamic Equity Active ETF worth $467K as of Q2 2026.
  • Elevation Wealth Management sold 1,766 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $47.3K.
  • iShares Dynamic Equity Active ETF made up 0.35% of Elevation Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Elevation Wealth Management first reported a position in iShares Dynamic Equity Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.