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 		$715K Sell
25,791
-1,351
-5% -$36.2K 0.07% 115
2026
Q1 		$660K Buy
27,142
+1,741
+7% +$44.6K 0.07% 113
2025
Q4 		$651K Sell
25,401
-3,305
-12% -$84.7K 0.07% 112
2025
Q3 		$727K Buy
+28,706
New +$725K 0.09% 105

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

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

Legacy Edge Advisors reduced its iShares Dynamic Equity Active ETF (BDYN) stake by 5% in Q2 2026, selling an estimated $36.2K and leaving 25,791 shares worth $715K. The position accounts for 0.07% of the portfolio, ranked #115.

Legacy Edge Advisors first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. The position peaked at $727K in Q3 2025. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Legacy Edge Advisors held 25,791 shares of iShares Dynamic Equity Active ETF worth $715K as of Q2 2026.
  • Legacy Edge Advisors sold 1,351 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $36.2K.
  • iShares Dynamic Equity Active ETF made up 0.07% of Legacy Edge Advisors's portfolio in Q2 2026, its #115 holding.
  • Legacy Edge Advisors first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Legacy Edge Advisors's iShares Dynamic Equity Active ETF position peaked at $727K in Q3 2025.
  • 124 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.