Insigneo Advisory Services’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Insigneo Advisory Services’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	$1.41M	Sell	41,963 -1,934	-4%	-$62.2K	0.05%	250
2026 Q1	$1.3M	Buy	43,897 +5,699	+15%	+$172K	0.09%	188
2025 Q4	$1.11M	Buy	38,198 +8,789	+30%	+$249K	0.08%	194
2025 Q3	$818K	Hold	29,409	–	–	0.06%	246
2025 Q2	$783K	Hold	29,409	–	–	0.07%	229
2025 Q1	$744K	Buy	+29,409	New	+$751K	0.08%	210

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 22.9% 1-Year Est. Return

BFG

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

Insigneo Advisory Services's BKDV Position: Q2 2026 in Review

Insigneo Advisory Services reduced its BNY Mellon Dynamic Value ETF (BKDV) stake by 4.4% in Q2 2026, selling an estimated $62.2K and leaving 41,963 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #250.

Insigneo Advisory Services 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.

Insigneo Advisory Services held 41,963 shares of BNY Mellon Dynamic Value ETF worth $1.41M as of Q2 2026.
Insigneo Advisory Services sold 1,934 BNY Mellon Dynamic Value ETF shares in Q2 2026, an estimated $62.2K.
BNY Mellon Dynamic Value ETF made up 0.05% of Insigneo Advisory Services's portfolio in Q2 2026, its #250 holding.
Insigneo Advisory Services 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 Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.