Wealth Enhancement Advisory Services
BKDV

Wealth Enhancement Advisory Services’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.73M Sell
139,896
-72,632
-34% -$2.33M 0.01% 1045
2026
Q1 		$6.32M Buy
212,528
+204,778
+2,642% +$6.18M 0.01% 786
2025
Q4 		$232K Buy
+7,750
New +$220K ﹤0.01% 3150

Other funds holding BKDV

SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

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

Wealth Enhancement Advisory Services reduced its BNY Mellon Dynamic Value ETF (BKDV) stake by 34% in Q2 2026, selling an estimated $2.33M and leaving 139,896 shares worth $4.73M. The position accounts for 0.01% of the portfolio, ranked #1045.

Wealth Enhancement Advisory Services first reported a position in BKDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.32M in Q1 2026. 6 funds tracked by Wall St. Rank hold BKDV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 139,896 shares of BNY Mellon Dynamic Value ETF worth $4.73M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 72,632 BNY Mellon Dynamic Value ETF shares in Q2 2026, an estimated $2.33M.
  • BNY Mellon Dynamic Value ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1045 holding.
  • Wealth Enhancement Advisory Services first reported a position in BNY Mellon Dynamic Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's BNY Mellon Dynamic Value ETF position peaked at $6.32M in Q1 2026.
  • 6 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2026.

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