CPA
BKLC icon

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

Clear Point 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
2026
Q1 		– Sell
-13,365
Closed -$583K – 79
2025
Q4 		$583K Buy
13,365
+1,695
+15% +$73.3K 0.45% 66
2025
Q3 		$524K Buy
11,670
+2,496
+27% +$102K 0.41% 74
2025
Q2 		$362K Buy
9,174
+1,023
+13% +$37.3K 0.31% 84
2025
Q1 		$289K Buy
8,151
+855
+12% +$32.1K 0.26% 87
2024
Q4 		$273K Buy
7,296
+921
+14% +$34.5K 0.23% 99
2024
Q3 		$233K Buy
6,375
+432
+7% +$15.1K 0.18% 103
2024
Q2 		$206K Buy
5,943
+1,506
+34% +$50K 0.17% 103
2024
Q1 		$148K Buy
4,437
+4,293
+2,981% +$136K 0.12% 120
2023
Q4 		$4.34K Buy
+144
New +$4.06K ﹤0.01% 375

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
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

Clear Point Advisors's BKLC Position: Q1 2026 in Review

Clear Point Advisors sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q1 2026, closing a stake of 13,365 shares — an estimated $583K sold.

Clear Point Advisors first reported a position in BKLC in Q4 2023 and held it in 9 quarters. The position peaked at $583K in Q4 2025. 143 funds tracked by Wall St. Rank hold BKLC as of Q1 2026.

  • Clear Point Advisors reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Clear Point Advisors sold 13,365 BNY Mellon US Large Cap Core Equity ETF shares in Q1 2026, an estimated $583K.
  • Clear Point Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2023 and held it in 9 quarters.
  • Clear Point Advisors's BNY Mellon US Large Cap Core Equity ETF position peaked at $583K 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 Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.