Principle Wealth Partners’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Principle Wealth Partners’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 Q2	$136M	Buy	4,065,430 +96,173	+2%	+$3.09M	6.72%	2
2026 Q1	$118M	Buy	3,969,257 +161,422	+4%	+$4.87M	6.73%	2
2025 Q4	$111M	Buy	3,807,835 +98,693	+3%	+$2.8M	6.22%	3
2025 Q3	$103M	Buy	3,709,142 +101,526	+3%	+$2.76M	5.99%	3
2025 Q2	$96M	Buy	3,607,616 +2,696,598	+296%	+$67.3M	6%	3
2025 Q1	$23M	Buy	+911,018	New	+$23.3M	1.65%	14

Other funds holding BKDV

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return

Principle Wealth Partners's BKDV Position: Q2 2026 in Review

Principle Wealth Partners increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 2.4% in Q2 2026, buying an estimated $3.09M and bringing the position to 4,065,430 shares worth $136M. The position accounts for 6.72% of the portfolio, ranked #2.

Principle Wealth Partners first reported a position in BKDV in Q1 2025 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold BKDV as of Q2 2026.

Principle Wealth Partners held 4,065,430 shares of BNY Mellon Dynamic Value ETF worth $136M as of Q2 2026.
Principle Wealth Partners bought 96,173 BNY Mellon Dynamic Value ETF shares in Q2 2026, an estimated $3.09M.
BNY Mellon Dynamic Value ETF made up 6.72% of Principle Wealth Partners's portfolio in Q2 2026, its #2 holding.
Principle Wealth Partners first reported a position in BNY Mellon Dynamic Value ETF in Q1 2025 and has held it in 6 quarters since.
96 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.