Action Point Financial Planning’s BNY Mellon Concentrated Growth ETF BKCG Stock Holding History

Action Point Financial Planning’s Portfolio BKCG Stock Details BKCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.8K	Buy	+397	New	+$14.7K	﹤0.01%	1270

Other funds holding BKCG

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

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFS

Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Action Point Financial Planning's BKCG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in BNY Mellon Concentrated Growth ETF (BKCG) in Q2 2026: 397 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #1270 among its holdings.

26 funds tracked by Wall St. Rank hold BKCG as of Q2 2026.

Action Point Financial Planning held 397 shares of BNY Mellon Concentrated Growth ETF worth $14.8K as of Q2 2026.
BNY Mellon Concentrated Growth ETF was a new Action Point Financial Planning position in Q2 2026.
BNY Mellon Concentrated Growth ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1270 holding.
26 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.