MN Wealth Advisors
BKDV icon

MN Wealth Advisors’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

MN Wealth Advisors’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 		$315K Sell
9,346
-1,000
-10% -$34.2K 0.13% 107
2026
Q2 		$347K Buy
+10,346
New +$333K 0.15% 98

Other funds holding BKDV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Crux Wealth Advisors
Crux Wealth Advisors Long Beach, California $314M AUM 13.66% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

MN Wealth Advisors's BKDV Position: Q3 2026 in Review

MN Wealth Advisors reduced its BNY Mellon Dynamic Value ETF (BKDV) stake by 9.7% in Q3 2026, selling an estimated $34.2K and leaving 9,346 shares worth $315K. The position accounts for 0.13% of the portfolio, ranked #107.

MN Wealth Advisors first reported a position in BKDV in Q2 2026 and has held it in 2 quarters since. The position peaked at $347K in Q2 2026. 64 funds tracked by Wall St. Rank hold BKDV as of Q3 2026.

  • MN Wealth Advisors held 9,346 shares of BNY Mellon Dynamic Value ETF worth $315K as of Q3 2026.
  • MN Wealth Advisors sold 1,000 BNY Mellon Dynamic Value ETF shares in Q3 2026, an estimated $34.2K.
  • BNY Mellon Dynamic Value ETF made up 0.13% of MN Wealth Advisors's portfolio in Q3 2026, its #107 holding.
  • MN Wealth Advisors first reported a position in BNY Mellon Dynamic Value ETF in Q2 2026 and has held it in 2 quarters since.
  • MN Wealth Advisors's BNY Mellon Dynamic Value ETF position peaked at $347K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.