SFS
BDYN

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

Sowell 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 		$313K Buy
11,275
+473
+4% +$12.7K 0.01% 859
2026
Q1 		$263K Buy
+10,802
New +$277K 0.01% 882

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

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

Sowell Financial Services increased its iShares Dynamic Equity Active ETF (BDYN) stake by 4.4% in Q2 2026, buying an estimated $12.7K and bringing the position to 11,275 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #859.

Sowell 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.

  • Sowell Financial Services held 11,275 shares of iShares Dynamic Equity Active ETF worth $313K as of Q2 2026.
  • Sowell Financial Services bought 473 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $12.7K.
  • iShares Dynamic Equity Active ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #859 holding.
  • Sowell 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 Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.