MFG
BKDV

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

Merit Financial 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
Q2 		$8.2M Buy
244,967
+826
+0.3% +$26.5K 0.05% 303
2026
Q1 		$7.24M Buy
244,141
+5,573
+2% +$168K 0.05% 302
2025
Q4 		$6.92M Buy
238,568
+5,004
+2% +$142K 0.06% 272
2025
Q3 		$6.49M Buy
233,564
+12,883
+6% +$350K 0.06% 253
2025
Q2 		$5.87M Buy
220,681
+25,856
+13% +$645K 0.07% 233
2025
Q1 		$4.93M Buy
+194,825
New +$4.97M 0.07% 226

Other funds holding BKDV

SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Merit Financial Group's BKDV Position: Q2 2026 in Review

Merit Financial Group increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 0.34% in Q2 2026, buying an estimated $26.5K and bringing the position to 244,967 shares worth $8.2M. The position accounts for 0.05% of the portfolio, ranked #303.

Merit Financial Group first reported a position in BKDV in Q1 2025 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold BKDV as of Q2 2026.

  • Merit Financial Group held 244,967 shares of BNY Mellon Dynamic Value ETF worth $8.2M as of Q2 2026.
  • Merit Financial Group bought 826 BNY Mellon Dynamic Value ETF shares in Q2 2026, an estimated $26.5K.
  • BNY Mellon Dynamic Value ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #303 holding.
  • Merit Financial Group first reported a position in BNY Mellon Dynamic Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 6 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.