KPWS
BKDV

Kestra Private Wealth Services’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Kestra Private Wealth 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 		$383K Buy
11,424
+2,818
+33% +$90.6K ﹤0.01% 1391
2026
Q1 		$255K Buy
+8,606
New +$260K ﹤0.01% 1523

Other funds holding BKDV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Kestra Private Wealth Services's BKDV Position: Q2 2026 in Review

Kestra Private Wealth Services increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 33% in Q2 2026, buying an estimated $90.6K and bringing the position to 11,424 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Kestra Private Wealth Services first reported a position in BKDV in Q1 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold BKDV as of Q2 2026.

  • Kestra Private Wealth Services held 11,424 shares of BNY Mellon Dynamic Value ETF worth $383K as of Q2 2026.
  • Kestra Private Wealth Services bought 2,818 BNY Mellon Dynamic Value ETF shares in Q2 2026, an estimated $90.6K.
  • BNY Mellon Dynamic Value ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1391 holding.
  • Kestra Private Wealth Services first reported a position in BNY Mellon Dynamic Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.