Cape Investment Advisory’s BNY Mellon Core Plus ETF BCPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$84.7K Buy
3,560
+41
+1% +$1K 0.02% 377
2026
Q2
$87.8K Buy
+3,519
New +$87.5K 0.02% 367

Cape Investment Advisory's BCPL Position: Q3 2026 in Review

Cape Investment Advisory increased its BNY Mellon Core Plus ETF (BCPL) stake by 1.2% in Q3 2026, buying an estimated $1K and bringing the position to 3,560 shares worth $84.7K. The position accounts for 0.02% of the portfolio, ranked #377.

Cape Investment Advisory first reported a position in BCPL in Q2 2026 and has held it in 2 quarters since. The position peaked at $87.8K in Q2 2026. 1 fund tracked by Wall St. Rank holds BCPL as of Q3 2026.

  • Cape Investment Advisory held 3,560 shares of BNY Mellon Core Plus ETF worth $84.7K as of Q3 2026.
  • Cape Investment Advisory bought 41 BNY Mellon Core Plus ETF shares in Q3 2026, an estimated $1K.
  • BNY Mellon Core Plus ETF made up 0.02% of Cape Investment Advisory's portfolio in Q3 2026, its #377 holding.
  • Cape Investment Advisory first reported a position in BNY Mellon Core Plus ETF in Q2 2026 and has held it in 2 quarters since.
  • Cape Investment Advisory's BNY Mellon Core Plus ETF position peaked at $87.8K in Q2 2026.
  • 1 fund tracked by Wall St. Rank held BNY Mellon Core Plus ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.