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

Altium 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
2022
Q2 		$220K Hold
3,150
– – 0.02% 341
2022
Q1 		$268K Buy
+3,150
New +$263K 0.02% 325

Other funds holding BKLC

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIS
Retirement Income Solutions Ann Arbor, Michigan $585M AUM 15.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Altium Wealth Management's BKLC Position: Q2 2022 in Review

Altium Wealth Management held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q2 2022 at 3,150 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #341.

Altium Wealth Management first reported a position in BKLC in Q1 2022 and has held it in 2 quarters since. The position peaked at $268K in Q1 2022. 27 funds tracked by Wall St. Rank hold BKLC as of Q2 2022.

  • Altium Wealth Management held 3,150 shares of BNY Mellon US Large Cap Core Equity ETF worth $220K as of Q2 2022.
  • Altium Wealth Management left its BNY Mellon US Large Cap Core Equity ETF share count unchanged in Q2 2022.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #341 holding.
  • Altium Wealth Management first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2022 and has held it in 2 quarters since.
  • Altium Wealth Management's BNY Mellon US Large Cap Core Equity ETF position peaked at $268K in Q1 2022.
  • 27 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.