Osaic Holdings
BEDY

Osaic Holdings’s BNY Mellon Enhanced Dividend and Income ETF BEDY Stock Holding History

Osaic Holdings’s Portfolio BEDY Stock Details BEDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$557K Sell
20,515
-38,651
-65% -$1.06M ﹤0.01% 3237
2025
Q4 		$1.57M Buy
+59,166
New +$1.58M ﹤0.01% 2290

Other funds holding BEDY

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings's BEDY Position: Q1 2026 in Review

Osaic Holdings reduced its BNY Mellon Enhanced Dividend and Income ETF (BEDY) stake by 65% in Q1 2026, selling an estimated $1.06M and leaving 20,515 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #3237.

Osaic Holdings first reported a position in BEDY in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.57M in Q4 2025. 29 funds tracked by Wall St. Rank hold BEDY as of Q1 2026.

  • Osaic Holdings held 20,515 shares of BNY Mellon Enhanced Dividend and Income ETF worth $557K as of Q1 2026.
  • Osaic Holdings sold 38,651 BNY Mellon Enhanced Dividend and Income ETF shares in Q1 2026, an estimated $1.06M.
  • BNY Mellon Enhanced Dividend and Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3237 holding.
  • Osaic Holdings first reported a position in BNY Mellon Enhanced Dividend and Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Osaic Holdings's BNY Mellon Enhanced Dividend and Income ETF position peaked at $1.57M in Q4 2025.
  • 29 funds tracked by Wall St. Rank held BNY Mellon Enhanced Dividend and Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.