MGO One Seven
BKDV icon

MGO One Seven’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

MGO One Seven’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 		$7.56M Buy
224,326
+20,219
+10% +$692K 0.12% 184
2026
Q2 		$6.84M Buy
204,107
+4,659
+2% +$150K 0.11% 210
2026
Q1 		$5.92M Buy
+199,448
New +$6.02M 0.12% 205

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

MGO One Seven's BKDV Position: Q3 2026 in Review

MGO One Seven increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 9.9% in Q3 2026, buying an estimated $692K and bringing the position to 224,326 shares worth $7.56M. The position accounts for 0.12% of the portfolio, ranked #184.

MGO One Seven first reported a position in BKDV in Q1 2026 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold BKDV as of Q3 2026.

  • MGO One Seven held 224,326 shares of BNY Mellon Dynamic Value ETF worth $7.56M as of Q3 2026.
  • MGO One Seven bought 20,219 BNY Mellon Dynamic Value ETF shares in Q3 2026, an estimated $692K.
  • BNY Mellon Dynamic Value ETF made up 0.12% of MGO One Seven's portfolio in Q3 2026, its #184 holding.
  • MGO One Seven first reported a position in BNY Mellon Dynamic Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q3 2026.

Based on MGO One Seven's 13F filing for Q3 2026, filed 28 Oct 2026.