Krilogy Financial
BKDV icon

Krilogy Financial’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Krilogy Financial’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 		$499K Buy
14,490
+100
+0.7% +$3.42K 0.01% 673
2026
Q2 		$482K Buy
14,390
+775
+6% +$24.9K 0.01% 649
2026
Q1 		$422K Hold
13,615
– – 0.01% 628
2025
Q4 		$412K Buy
+13,615
New +$386K 0.01% 625

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
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
Copper Harbor Investment Advisors
Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

Krilogy Financial's BKDV Position: Q3 2026 in Review

Krilogy Financial increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 0.69% in Q3 2026, buying an estimated $3.42K and bringing the position to 14,490 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #673.

Krilogy Financial first reported a position in BKDV in Q4 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold BKDV as of Q3 2026.

  • Krilogy Financial held 14,490 shares of BNY Mellon Dynamic Value ETF worth $499K as of Q3 2026.
  • Krilogy Financial bought 100 BNY Mellon Dynamic Value ETF shares in Q3 2026, an estimated $3.42K.
  • BNY Mellon Dynamic Value ETF made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #673 holding.
  • Krilogy Financial first reported a position in BNY Mellon Dynamic Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.