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Atria Investments’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Atria Investments’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
2025
Q2 		– Sell
-6,058
Closed -$255K – 1992
2025
Q1 		$255K Sell
6,058
-394
-6% -$16.4K ﹤0.01% 1714
2024
Q4 		$266K Buy
6,452
+186
+3% +$7.81K ﹤0.01% 1652
2024
Q3 		$270K Buy
6,266
+153
+3% +$6.51K ﹤0.01% 1665
2024
Q2 		$253K Buy
+6,113
New +$252K ﹤0.01% 1686

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
TPW
Talon Private Wealth The Villages, Florida $855M AUM
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Atria Investments's BKAG Position: Q2 2025 in Review

Atria Investments sold out of BNY Mellon Core Bond ETF (BKAG) in Q2 2025, closing a stake of 6,058 shares — an estimated $255K sold.

Atria Investments first reported a position in BKAG in Q2 2024 and held it in 4 quarters. The position peaked at $270K in Q3 2024. 75 funds tracked by Wall St. Rank hold BKAG as of Q2 2025.

  • Atria Investments reported no remaining BNY Mellon Core Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 6,058 BNY Mellon Core Bond ETF shares in Q2 2025, an estimated $255K.
  • Atria Investments first reported a position in BNY Mellon Core Bond ETF in Q2 2024 and held it in 4 quarters.
  • Atria Investments's BNY Mellon Core Bond ETF position peaked at $270K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.