Advisor Resource Council’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Advisor Resource Council’s Portfolio BKAG Stock Details BKAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$364K	Buy	8,622 +55	+0.6%	+$2.34K	0.12%	153
2025 Q4	$362K	Buy	+8,567	New	+$365K	0.13%	167
2025 Q2	–	Sell	-10,157	Closed	-$385K	–	228
2025 Q1	$385K	Buy	+10,157	New	+$423K	0.03%	412
2024 Q4	–	Sell	-6,171	Closed	-$266K	–	95
2024 Q3	$266K	Buy	+6,171	New	+$263K	0.12%	185

Other funds holding BKAG

RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $753M AUM

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Advisor Resource Council's BKAG Position: Q1 2026 in Review

Advisor Resource Council increased its BNY Mellon Core Bond ETF (BKAG) stake by 0.64% in Q1 2026, buying an estimated $2.34K and bringing the position to 8,622 shares worth $364K. The position accounts for 0.12% of the portfolio, ranked #153.

Advisor Resource Council first reported a position in BKAG in Q3 2024 and has held it in 4 quarters since. The position peaked at $385K in Q1 2025. 89 funds tracked by Wall St. Rank hold BKAG as of Q1 2026.

Advisor Resource Council held 8,622 shares of BNY Mellon Core Bond ETF worth $364K as of Q1 2026.
Advisor Resource Council bought 55 BNY Mellon Core Bond ETF shares in Q1 2026, an estimated $2.34K.
BNY Mellon Core Bond ETF made up 0.12% of Advisor Resource Council's portfolio in Q1 2026, its #153 holding.
Advisor Resource Council first reported a position in BNY Mellon Core Bond ETF in Q3 2024 and has held it in 4 quarters since.
Advisor Resource Council's BNY Mellon Core Bond ETF position peaked at $385K in Q1 2025.
89 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.