Wealthspire Advisors (New York)’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$329K	Hold	13,546	–	–	﹤0.01%	696
2025 Q4	$347K	Hold	13,546	–	–	﹤0.01%	743
2025 Q3	$343K	Buy	+13,546	New	+$342K	﹤0.01%	629

Other funds holding BDYN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Wealthspire Advisors (New York)'s BDYN Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its iShares Dynamic Equity Active ETF (BDYN) position steady in Q1 2026 at 13,546 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Wealthspire Advisors (New York) first reported a position in BDYN in Q3 2025 and has held it in 3 quarters since. The position peaked at $347K in Q4 2025. 116 funds tracked by Wall St. Rank hold BDYN as of Q1 2026.

Wealthspire Advisors (New York) held 13,546 shares of iShares Dynamic Equity Active ETF worth $329K as of Q1 2026.
Wealthspire Advisors (New York) left its iShares Dynamic Equity Active ETF share count unchanged in Q1 2026.
iShares Dynamic Equity Active ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #696 holding.
Wealthspire Advisors (New York) first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
Wealthspire Advisors (New York)'s iShares Dynamic Equity Active ETF position peaked at $347K in Q4 2025.
116 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.