Carson Wealth (CWM LLC)
BKLC icon

Carson Wealth (CWM LLC)’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$7.24K Sell
174
-1,413
-89% -$61.3K ﹤0.01% 4909
2025
Q4 		$69K Buy
1,587
+1,413
+812% +$61.1K ﹤0.01% 3363
2025
Q3 		$7K Buy
+174
New +$7.14K ﹤0.01% 4603

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BKLC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 89% in Q1 2026, selling an estimated $61.3K and leaving 174 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #4909.

Carson Wealth (CWM LLC) first reported a position in BKLC in Q3 2025 and has held it in 3 quarters since. The position peaked at $69K in Q4 2025. 143 funds tracked by Wall St. Rank hold BKLC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 174 shares of BNY Mellon US Large Cap Core Equity ETF worth $7.24K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,413 BNY Mellon US Large Cap Core Equity ETF shares in Q1 2026, an estimated $61.3K.
  • BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4909 holding.
  • Carson Wealth (CWM LLC) first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s BNY Mellon US Large Cap Core Equity ETF position peaked at $69K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.