PFS
BDYN

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

Prospera 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 		$642K Buy
23,147
+7,268
+46% +$195K 0.01% 943
2026
Q1 		$386K Buy
+15,879
New +$407K 0.01% 1104

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

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

Prospera Financial Services increased its iShares Dynamic Equity Active ETF (BDYN) stake by 46% in Q2 2026, buying an estimated $195K and bringing the position to 23,147 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #943.

Prospera Financial Services first reported a position in BDYN in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Prospera Financial Services held 23,147 shares of iShares Dynamic Equity Active ETF worth $642K as of Q2 2026.
  • Prospera Financial Services bought 7,268 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $195K.
  • iShares Dynamic Equity Active ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #943 holding.
  • Prospera Financial Services first reported a position in iShares Dynamic Equity Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.