AE Wealth Management
BKAG icon

AE Wealth Management’s BNY Mellon Core Bond ETF BKAG Stock Holding History

AE Wealth Management’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
Q2 		$2.48K Sell
59
-2,656
-98% -$111K ﹤0.01% 2537
2026
Q1 		$115K Buy
2,715
+2,656
+4,502% +$113K ﹤0.01% 1757
2025
Q4 		$2.5K Buy
+59
New +$2.51K ﹤0.01% 2315

Other funds holding BKAG

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 $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Talon Private Wealth
Talon Private Wealth The Villages, Florida $855M AUM
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

AE Wealth Management's BKAG Position: Q2 2026 in Review

AE Wealth Management reduced its BNY Mellon Core Bond ETF (BKAG) stake by 98% in Q2 2026, selling an estimated $111K and leaving 59 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

AE Wealth Management first reported a position in BKAG in Q4 2025 and has held it in 3 quarters since. The position peaked at $115K in Q1 2026. 96 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

  • AE Wealth Management held 59 shares of BNY Mellon Core Bond ETF worth $2.48K as of Q2 2026.
  • AE Wealth Management sold 2,656 BNY Mellon Core Bond ETF shares in Q2 2026, an estimated $111K.
  • BNY Mellon Core Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2537 holding.
  • AE Wealth Management first reported a position in BNY Mellon Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • AE Wealth Management's BNY Mellon Core Bond ETF position peaked at $115K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.