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Rothwell Investment Advisors, LLC’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio BKLC Stock Details BKLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.7K Buy
+220
New +$10.7K 0.01% 762

Other funds holding BKLC

RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sentinel Pension Advisors
Sentinel Pension Advisors Wakefield, Massachusetts $801M AUM 10.58% 1-Year Est. Return
Cornerstone Advisors Asset Management
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return
Woodard & Company Asset Management Group
Woodard & Company Asset Management Group Bermuda Run, North Carolina $672M AUM 22.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
WealthBridge Capital Management
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BKLC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q3 2026: 220 shares worth $10.7K. The stake represents 0.01% of the portfolio and ranks #762 among its holdings.

73 funds tracked by Wall St. Rank hold BKLC as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 220 shares of BNY Mellon US Large Cap Core Equity ETF worth $10.7K as of Q3 2026.
  • BNY Mellon US Large Cap Core Equity ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #762 holding.
  • 73 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.