Envestnet Portfolio Solutions
BDYN

Envestnet Portfolio Solutions’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Envestnet Portfolio Solutions’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 		$32M Buy
1,153,632
+43,692
+4% +$1.17M 0.15% 99
2026
Q1 		$27M Buy
1,109,940
+107,237
+11% +$2.75M 0.15% 92
2025
Q4 		$25.7M Buy
1,002,703
+80,199
+9% +$2.06M 0.09% 114
2025
Q3 		$23.3M Buy
+922,504
New +$23.3M 0.09% 121

Other funds holding BDYN

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
WFS
WealthGarden F.S. El Segundo, California $176M AUM 21.8% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Envestnet Portfolio Solutions's BDYN Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares Dynamic Equity Active ETF (BDYN) stake by 3.9% in Q2 2026, buying an estimated $1.17M and bringing the position to 1,153,632 shares worth $32M. The position accounts for 0.15% of the portfolio, ranked #99.

Envestnet Portfolio Solutions first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,153,632 shares of iShares Dynamic Equity Active ETF worth $32M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 43,692 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $1.17M.
  • iShares Dynamic Equity Active ETF made up 0.15% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #99 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.