KFA Private Wealth Group
BKDV icon

KFA Private Wealth Group’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

KFA Private Wealth Group’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
Q3 		$1.65M Buy
49,102
+5,322
+12% +$182K 0.39% 37
2026
Q2 		$1.47M Buy
43,780
+15,144
+53% +$487K 0.35% 40
2026
Q1 		$849K Buy
28,636
+1,836
+7% +$55.4K 0.2% 59
2025
Q4 		$778K Buy
+26,800
New +$759K 0.19% 58

Other funds holding BKDV

JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Sugar Maple Asset Management
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TS Financial Group (TSFG)
TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

KFA Private Wealth Group's BKDV Position: Q3 2026 in Review

KFA Private Wealth Group increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 12% in Q3 2026, buying an estimated $182K and bringing the position to 49,102 shares worth $1.65M. The position accounts for 0.39% of the portfolio, ranked #37.

KFA Private Wealth Group first reported a position in BKDV in Q4 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold BKDV as of Q3 2026.

  • KFA Private Wealth Group held 49,102 shares of BNY Mellon Dynamic Value ETF worth $1.65M as of Q3 2026.
  • KFA Private Wealth Group bought 5,322 BNY Mellon Dynamic Value ETF shares in Q3 2026, an estimated $182K.
  • BNY Mellon Dynamic Value ETF made up 0.39% of KFA Private Wealth Group's portfolio in Q3 2026, its #37 holding.
  • KFA Private Wealth Group first reported a position in BNY Mellon Dynamic Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.