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

BXM Wealth’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
2026
Q2 		$201K Buy
+4,215
New +$195K 0.11% 156

Other funds holding BKLC

SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

BXM Wealth's BKLC Position: Q2 2026 in Review

BXM Wealth opened a new position in BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2026: 4,215 shares worth $201K. The stake represents 0.11% of the portfolio and ranks #156 among its holdings.

38 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • BXM Wealth held 4,215 shares of BNY Mellon US Large Cap Core Equity ETF worth $201K as of Q2 2026.
  • BNY Mellon US Large Cap Core Equity ETF was a new BXM Wealth position in Q2 2026.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.11% of BXM Wealth's portfolio in Q2 2026, its #156 holding.
  • 38 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.