BKDV β€” BNY MELLON ETF TRUST II DYNAMIC VALUE

Ownership history in IFP Advisors, Inc  Β·  3 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported BNY MELLON ETF TRUST II DYNAMIC VALUE (BKDV) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows BKDV at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BKDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in BNY MELLON ETF TRUST II DYNAMIC VALUE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BKDV was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFP Advisors, Inc held BKDV β€” position size vs. price
% of Fund (quarterly)    BKDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 82,241 +7,027 +9.3% 0.05% $2.4M 2026-04-13 $30.86
2025 Q4 ADDED 75,214 +72,814 +3033.9% 0.05% $2.2M 2026-02-06 $31.12
2025 Q3 INITIATED 2,400 β€” β€” 0.00% $67K 2025-12-02 $28.31

FAQ About IFP Advisors, Inc and BKDV

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning BKDV?

IFP Advisors, Inc reported BKDV across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported BKDV position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for BKDV was 0.05% in 2026 Q1.

What is the latest reported BKDV position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 82,241 shares, equal to 0.05% of portfolio, with an estimated market value of $2.4M.

What does the chart on this BKDV ownership page compare?

The chart compares IFP Advisors, Inc's quarterly BKDV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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