LEA
BDYN

Legacy Edge Advisors’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Legacy Edge Advisors’s Portfolio BDYN Stock Details BDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-27,142
Closed -$660K – 243
2026
Q1 		$660K Buy
27,142
+1,741
+7% +$44.6K 0.07% 113
2025
Q4 		$651K Buy
+25,401
New +$651K 0.07% 112

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
BBWP
Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania $351M AUM 19.02% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Legacy Edge Advisors's BDYN Position: Q2 2026 in Review

Legacy Edge Advisors sold out of iShares Dynamic Equity Active ETF (BDYN) in Q2 2026, closing a stake of 27,142 shares — an estimated $660K sold.

Legacy Edge Advisors first reported a position in BDYN in Q4 2025 and held it in 2 quarters. The position peaked at $660K in Q1 2026. 64 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Legacy Edge Advisors reported no remaining iShares Dynamic Equity Active ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 27,142 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $660K.
  • Legacy Edge Advisors first reported a position in iShares Dynamic Equity Active ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Edge Advisors's iShares Dynamic Equity Active ETF position peaked at $660K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.