Wealth Enhancement Advisory Services
BDYN

Wealth Enhancement Advisory Services’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Wealth Enhancement Advisory 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 		$255K Sell
9,134
-959
-10% -$25.7K ﹤0.01% 3360
2026
Q1 		$247K Buy
+10,093
New +$258K ﹤0.01% 2960

Other funds holding BDYN

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's BDYN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Dynamic Equity Active ETF (BDYN) stake by 9.5% in Q2 2026, selling an estimated $25.7K and leaving 9,134 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #3360.

Wealth Enhancement Advisory Services first reported a position in BDYN in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,134 shares of iShares Dynamic Equity Active ETF worth $255K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 959 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $25.7K.
  • iShares Dynamic Equity Active ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3360 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Dynamic Equity Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.