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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Insigneo Advisory Services's BKDV Position: Q1 2026 in Review

Insigneo Advisory Services increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 15% in Q1 2026, buying an estimated $172K and bringing the position to 43,897 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #188.

Insigneo Advisory Services first reported a position in BKDV in Q1 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold BKDV as of Q1 2026.

  • Insigneo Advisory Services held 43,897 shares of BNY Mellon Dynamic Value ETF worth $1.3M as of Q1 2026.
  • Insigneo Advisory Services bought 5,699 BNY Mellon Dynamic Value ETF shares in Q1 2026, an estimated $172K.
  • BNY Mellon Dynamic Value ETF made up 0.09% of Insigneo Advisory Services's portfolio in Q1 2026, its #188 holding.
  • Insigneo Advisory Services first reported a position in BNY Mellon Dynamic Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 82 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.