SPIA
BEDY

Steward Partners Investment Advisory’s BNY Mellon Enhanced Dividend and Income ETF BEDY Stock Holding History

Steward Partners Investment Advisory’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 		$122K Sell
4,494
-140
-3% -$3.86K ﹤0.01% 2266
2025
Q4 		$123K Buy
+4,634
New +$124K ﹤0.01% 2177

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Steward Partners Investment Advisory's BEDY Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its BNY Mellon Enhanced Dividend and Income ETF (BEDY) stake by 3% in Q1 2026, selling an estimated $3.86K and leaving 4,494 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Steward Partners Investment Advisory first reported a position in BEDY in Q4 2025 and has held it in 2 quarters since. The position peaked at $123K in Q4 2025. 29 funds tracked by Wall St. Rank hold BEDY as of Q1 2026.

  • Steward Partners Investment Advisory held 4,494 shares of BNY Mellon Enhanced Dividend and Income ETF worth $122K as of Q1 2026.
  • Steward Partners Investment Advisory sold 140 BNY Mellon Enhanced Dividend and Income ETF shares in Q1 2026, an estimated $3.86K.
  • BNY Mellon Enhanced Dividend and Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2266 holding.
  • Steward Partners Investment Advisory first reported a position in BNY Mellon Enhanced Dividend and Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's BNY Mellon Enhanced Dividend and Income ETF position peaked at $123K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held BNY Mellon Enhanced Dividend and Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.