OFS
BDYN

OneAscent Financial Services’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

OneAscent Financial Services’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 		$1.06M Hold
38,350
– – 0.05% 219
2026
Q1 		$932K Hold
38,350
– – 0.05% 231
2025
Q4 		$982K Buy
+38,350
New +$983K 0.09% 152

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
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 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

OneAscent Financial Services's BDYN Position: Q2 2026 in Review

OneAscent Financial Services held its iShares Dynamic Equity Active ETF (BDYN) position steady in Q2 2026 at 38,350 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #219.

OneAscent Financial Services first reported a position in BDYN in Q4 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • OneAscent Financial Services held 38,350 shares of iShares Dynamic Equity Active ETF worth $1.06M as of Q2 2026.
  • OneAscent Financial Services left its iShares Dynamic Equity Active ETF share count unchanged in Q2 2026.
  • iShares Dynamic Equity Active ETF made up 0.05% of OneAscent Financial Services's portfolio in Q2 2026, its #219 holding.
  • OneAscent Financial Services first reported a position in iShares Dynamic Equity Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.