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

HighTower 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 Q2	$30.8M	Buy	920,181 +62,937	+7%	+$2.02M	0.03%	510
2026 Q1	$25.4M	Buy	857,244 +325,147	+61%	+$9.81M	0.03%	539
2025 Q4	$15.4M	Buy	532,097 +22,039	+4%	+$624K	0.02%	701
2025 Q3	$14.2M	Buy	510,058 +484,715	+1,913%	+$13.2M	0.02%	717
2025 Q2	$674K	Sell	25,343 -2,681	-10%	-$66.9K	﹤0.01%	2290
2025 Q1	$709K	Buy	+28,024	New	+$716K	﹤0.01%	2200

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

HighTower Advisors's BKDV Position: Q2 2026 in Review

HighTower Advisors increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 7.3% in Q2 2026, buying an estimated $2.02M and bringing the position to 920,181 shares worth $30.8M. The position accounts for 0.03% of the portfolio, ranked #510.

HighTower Advisors 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.

HighTower Advisors held 920,181 shares of BNY Mellon Dynamic Value ETF worth $30.8M as of Q2 2026.
HighTower Advisors bought 62,937 BNY Mellon Dynamic Value ETF shares in Q2 2026, an estimated $2.02M.
BNY Mellon Dynamic Value ETF made up 0.03% of HighTower Advisors's portfolio in Q2 2026, its #510 holding.
HighTower Advisors 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 HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.