IIWM
BKDV

Investment Insight Wealth Management’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Investment Insight Wealth Management’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 		$775K Buy
23,141
+1,261
+6% +$40.5K 0.67% 22
2026
Q1 		$649K Buy
21,880
+8,473
+63% +$256K 0.7% 23
2025
Q4 		$389K Buy
+13,407
New +$380K 0.38% 29

Other funds holding BKDV

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
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

Investment Insight Wealth Management's BKDV Position: Q2 2026 in Review

Investment Insight Wealth Management increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 5.8% in Q2 2026, buying an estimated $40.5K and bringing the position to 23,141 shares worth $775K. The position accounts for 0.67% of the portfolio, ranked #22.

Investment Insight Wealth Management first reported a position in BKDV in Q4 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold BKDV as of Q2 2026.

  • Investment Insight Wealth Management held 23,141 shares of BNY Mellon Dynamic Value ETF worth $775K as of Q2 2026.
  • Investment Insight Wealth Management bought 1,261 BNY Mellon Dynamic Value ETF shares in Q2 2026, an estimated $40.5K.
  • BNY Mellon Dynamic Value ETF made up 0.67% of Investment Insight Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Investment Insight Wealth Management first reported a position in BNY Mellon Dynamic Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2026.

Based on Investment Insight Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.