Atria Wealth Solutions’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.33M	Sell	11,060 -2,124	-16%	-$232K	0.03%	542
2025 Q1	$1.4M	Buy	13,184 +106	+0.8%	+$11.9K	0.02%	760
2024 Q4	$1.47M	Buy	13,078 +2,498	+24%	+$281K	0.02%	761
2024 Q3	$1.16M	Buy	10,580 +1,005	+10%	+$106K	0.01%	856
2024 Q2	$994K	Buy	9,575 +115	+1%	+$11.4K	0.01%	906
2024 Q1	$944K	Buy	9,460 +900	+11%	+$85.3K	0.01%	935
2023 Q4	$774K	Buy	8,560 +1,275	+18%	+$108K	0.01%	988
2023 Q3	$590K	Buy	7,285 +2,730	+60%	+$228K	0.01%	1054
2023 Q2	$380K	Buy	4,555 +50	+1%	+$3.92K	0.01%	1300
2023 Q1	$343K	Buy	4,505 +350	+8%	+$25.7K	0.01%	1336
2022 Q4	$291K	Buy	4,155 +375	+10%	+$26.5K	﹤0.01%	1377
2022 Q3	$251K	Buy	3,780 +285	+8%	+$21K	﹤0.01%	1408
2022 Q2	$244K	Buy	3,495 +50	+1%	+$3.8K	﹤0.01%	1330
2022 Q1	$293K	Buy	+3,445	New	+$287K	﹤0.01%	1330

Other funds holding BKLC

RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return

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

Bank of New York Mellon

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

Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return