Amplius Wealth Advisors’s BNY Mellon Short Duration Corporate Bond ETF BKSB Stock Holding History

Amplius Wealth Advisors’s Portfolio BKSB Stock Details BKSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-20,189	Closed	-$980K	–	204
2022 Q1	$980K	Sell	20,189 -1,561	-7%	-$77.1K	0.15%	64
2021 Q4	$1.1M	Buy	+21,750	New	+$1.11M	0.15%	65

Other funds holding BKSB

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWC

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amplius Wealth Advisors's BKSB Position: Q2 2022 in Review

Amplius Wealth Advisors sold out of BNY Mellon Short Duration Corporate Bond ETF (BKSB) in Q2 2022, closing a stake of 20,189 shares — an estimated $980K sold.

Amplius Wealth Advisors first reported a position in BKSB in Q4 2021 and held it in 2 quarters. The position peaked at $1.1M in Q4 2021. 10 funds tracked by Wall St. Rank hold BKSB as of Q2 2022.

Amplius Wealth Advisors reported no remaining BNY Mellon Short Duration Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 20,189 BNY Mellon Short Duration Corporate Bond ETF shares in Q2 2022, an estimated $980K.
Amplius Wealth Advisors first reported a position in BNY Mellon Short Duration Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
Amplius Wealth Advisors's BNY Mellon Short Duration Corporate Bond ETF position peaked at $1.1M in Q4 2021.
10 funds tracked by Wall St. Rank held BNY Mellon Short Duration Corporate Bond ETF as of Q2 2022.

Based on Amplius Wealth Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.