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Cetera Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Cetera Advisors’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
2024
Q1 		$309K Hold
9,285
– – ﹤0.01% 1919
2023
Q4 		$280K Hold
9,285
– – ﹤0.01% 1466
2023
Q3 		$251K Buy
+9,285
New +$259K ﹤0.01% 1421

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Advisors's BKLC Position: Q1 2024 in Review

Cetera Advisors held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q1 2024 at 9,285 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Cetera Advisors first reported a position in BKLC in Q3 2023 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold BKLC as of Q1 2024.

  • Cetera Advisors held 9,285 shares of BNY Mellon US Large Cap Core Equity ETF worth $309K as of Q1 2024.
  • Cetera Advisors left its BNY Mellon US Large Cap Core Equity ETF share count unchanged in Q1 2024.
  • BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1919 holding.
  • Cetera Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q3 2023 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.