Abound Wealth Management’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Abound Wealth Management’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 Q2	$45.2K	Buy	945 +6	+0.6%	+$278	0.01%	250
2026 Q1	$39K	Buy	+939	New	+$40.7K	0.01%	286

Other funds holding BKLC

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Abound Wealth Management's BKLC Position: Q2 2026 in Review

Abound Wealth Management increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 0.64% in Q2 2026, buying an estimated $278 and bringing the position to 945 shares worth $45.2K. The position accounts for 0.01% of the portfolio, ranked #250.

Abound Wealth Management first reported a position in BKLC in Q1 2026 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Abound Wealth Management held 945 shares of BNY Mellon US Large Cap Core Equity ETF worth $45.2K as of Q2 2026.
Abound Wealth Management bought 6 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $278.
BNY Mellon US Large Cap Core Equity ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #250 holding.
Abound Wealth Management first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2026 and has held it in 2 quarters since.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.