CA
BKCG

Clearstead Advisors’s BNY Mellon Concentrated Growth ETF BKCG Stock Holding History

Clearstead Advisors’s Portfolio BKCG Stock Details BKCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.2K Hold
757
– – ﹤0.01% 1685
2026
Q1 		$25.7K Buy
+757
New +$27.2K ﹤0.01% 1395

Other funds holding BKCG

Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Clearstead Advisors's BKCG Position: Q2 2026 in Review

Clearstead Advisors held its BNY Mellon Concentrated Growth ETF (BKCG) position steady in Q2 2026 at 757 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Clearstead Advisors first reported a position in BKCG in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold BKCG as of Q2 2026.

  • Clearstead Advisors held 757 shares of BNY Mellon Concentrated Growth ETF worth $28.2K as of Q2 2026.
  • Clearstead Advisors left its BNY Mellon Concentrated Growth ETF share count unchanged in Q2 2026.
  • BNY Mellon Concentrated Growth ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1685 holding.
  • Clearstead Advisors first reported a position in BNY Mellon Concentrated Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.