PWP
BKDV

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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Principle Wealth Partners's BKDV Position: Q1 2026 in Review

Principle Wealth Partners increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 4.2% in Q1 2026, buying an estimated $4.87M and bringing the position to 3,969,257 shares worth $118M. The position accounts for 6.73% of the portfolio, ranked #2.

Principle Wealth Partners first reported a position in BKDV in Q1 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold BKDV as of Q1 2026.

  • Principle Wealth Partners held 3,969,257 shares of BNY Mellon Dynamic Value ETF worth $118M as of Q1 2026.
  • Principle Wealth Partners bought 161,422 BNY Mellon Dynamic Value ETF shares in Q1 2026, an estimated $4.87M.
  • BNY Mellon Dynamic Value ETF made up 6.73% of Principle Wealth Partners's portfolio in Q1 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 5 quarters since.
  • 82 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.