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Aptus Capital Advisors’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Aptus Capital Advisors’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 		$47.7M Buy
1,137,964
+48,116
+4% +$2.02M 0.33% 67
2026
Q1 		$46M Buy
1,089,848
+4,973
+0.5% +$211K 0.36% 57
2025
Q4 		$46M Buy
1,084,875
+126,686
+13% +$5.4M 0.33% 59
2025
Q3 		$40.8M Buy
958,189
+142,260
+17% +$6M 0.3% 71
2025
Q2 		$34.4M Buy
815,929
+235,355
+41% +$9.81M 0.28% 70
2025
Q1 		$24.5M Sell
580,574
-30,662
-5% -$1.28M 0.25% 88
2024
Q4 		$25.3M Buy
611,236
+66,883
+12% +$2.81M 0.26% 80
2024
Q3 		$23.5M Sell
544,353
-48,421
-8% -$2.06M 0.35% 69
2024
Q2 		$24.6M Sell
592,774
-47,647
-7% -$1.96M 0.43% 56
2024
Q1 		$26.8M Buy
640,421
+86,589
+16% +$3.63M 0.5% 46
2023
Q4 		$23.5M Sell
553,832
-98,611
-15% -$4.02M 0.64% 34
2023
Q3 		$26.3M Buy
+652,443
New +$26.9M 0.72% 28

Other funds holding BKAG

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 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 $948M AUM 17.6% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Aptus Capital Advisors's BKAG Position: Q2 2026 in Review

Aptus Capital Advisors increased its BNY Mellon Core Bond ETF (BKAG) stake by 4.4% in Q2 2026, buying an estimated $2.02M and bringing the position to 1,137,964 shares worth $47.7M. The position accounts for 0.33% of the portfolio, ranked #67.

Aptus Capital Advisors first reported a position in BKAG in Q3 2023 and has held it in 12 quarters since. 95 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

  • Aptus Capital Advisors held 1,137,964 shares of BNY Mellon Core Bond ETF worth $47.7M as of Q2 2026.
  • Aptus Capital Advisors bought 48,116 BNY Mellon Core Bond ETF shares in Q2 2026, an estimated $2.02M.
  • BNY Mellon Core Bond ETF made up 0.33% of Aptus Capital Advisors's portfolio in Q2 2026, its #67 holding.
  • Aptus Capital Advisors first reported a position in BNY Mellon Core Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 95 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.