SWM
BKDV

StoneCrest Wealth Management’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

StoneCrest Wealth Management’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 		$9.83M Sell
293,642
-5,559
-2% -$179K 3.14% 8
2026
Q1 		$8.87M Buy
299,201
+1,533
+0.5% +$46.3K 3.75% 7
2025
Q4 		$8.64M Buy
297,668
+24,088
+9% +$682K 3.49% 7
2025
Q3 		$7.61M Buy
273,580
+5,465
+2% +$149K 3.33% 7
2025
Q2 		$7.13M Buy
268,115
+203,967
+318% +$5.09M 3.4% 7
2025
Q1 		$1.62M Buy
+64,148
New +$1.64M 1.03% 32

Other funds holding BKDV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

StoneCrest Wealth Management's BKDV Position: Q2 2026 in Review

StoneCrest Wealth Management reduced its BNY Mellon Dynamic Value ETF (BKDV) stake by 1.9% in Q2 2026, selling an estimated $179K and leaving 293,642 shares worth $9.83M. The position accounts for 3.14% of the portfolio, ranked #8.

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

  • StoneCrest Wealth Management held 293,642 shares of BNY Mellon Dynamic Value ETF worth $9.83M as of Q2 2026.
  • StoneCrest Wealth Management sold 5,559 BNY Mellon Dynamic Value ETF shares in Q2 2026, an estimated $179K.
  • BNY Mellon Dynamic Value ETF made up 3.14% of StoneCrest Wealth Management's portfolio in Q2 2026, its #8 holding.
  • StoneCrest Wealth Management first reported a position in BNY Mellon Dynamic Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 6 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.