OA
BDYN

Operose Advisors’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Operose 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
Q1 		– Sell
-664
Closed -$17K – 666
2025
Q4 		$17K Buy
+664
New +$17K ﹤0.01% 351

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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Operose Advisors's BDYN Position: Q1 2026 in Review

Operose Advisors sold out of iShares Dynamic Equity Active ETF (BDYN) in Q1 2026, closing a stake of 664 shares — an estimated $17K sold.

Operose Advisors first reported a position in BDYN in Q4 2025 and held it in 1 quarter. The position peaked at $17K in Q4 2025. 116 funds tracked by Wall St. Rank hold BDYN as of Q1 2026.

  • Operose Advisors reported no remaining iShares Dynamic Equity Active ETF position as of Q1 2026 after selling out during the quarter.
  • Operose Advisors sold 664 iShares Dynamic Equity Active ETF shares in Q1 2026, an estimated $17K.
  • Operose Advisors first reported a position in iShares Dynamic Equity Active ETF in Q4 2025 and held it in 1 quarter.
  • Operose Advisors's iShares Dynamic Equity Active ETF position peaked at $17K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.