Financial Partners Group (Kansas)’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Financial Partners Group (Kansas)’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	$4.49M	Buy	134,206 +6,457	+5%	+$208K	0.46%	40
2026 Q1	$3.79M	Buy	127,749 +35,415	+38%	+$1.07M	0.45%	41
2025 Q4	$2.8M	Buy	92,334 +19,807	+27%	+$561K	0.32%	52
2025 Q3	$2.02M	Buy	72,527 +16,460	+29%	+$447K	0.25%	55
2025 Q2	$1.49M	Buy	56,067 +39,285	+234%	+$980K	0.21%	61
2025 Q1	$424K	Buy	+16,782	New	+$428K	0.07%	121

Other funds holding BKDV

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Financial Partners Group (Kansas)'s BKDV Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 5.1% in Q2 2026, buying an estimated $208K and bringing the position to 134,206 shares worth $4.49M. The position accounts for 0.46% of the portfolio, ranked #40.

Financial Partners Group (Kansas) first reported a position in BKDV in Q1 2025 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold BKDV as of Q2 2026.

Financial Partners Group (Kansas) held 134,206 shares of BNY Mellon Dynamic Value ETF worth $4.49M as of Q2 2026.
Financial Partners Group (Kansas) bought 6,457 BNY Mellon Dynamic Value ETF shares in Q2 2026, an estimated $208K.
BNY Mellon Dynamic Value ETF made up 0.46% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #40 holding.
Financial Partners Group (Kansas) first reported a position in BNY Mellon Dynamic Value ETF in Q1 2025 and has held it in 6 quarters since.
96 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.