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 Q1	$25.7K	Buy	+757	New	+$27.2K	﹤0.01%	1395

Other funds holding BKCG

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SFS

Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Advisors's BKCG Position: Q1 2026 in Review

Clearstead Advisors opened a new position in BNY Mellon Concentrated Growth ETF (BKCG) in Q1 2026: 757 shares worth $25.7K. The stake represents ﹤0.01% of the portfolio and ranks #1395 among its holdings.

25 funds tracked by Wall St. Rank hold BKCG as of Q1 2026.

Clearstead Advisors held 757 shares of BNY Mellon Concentrated Growth ETF worth $25.7K as of Q1 2026.
BNY Mellon Concentrated Growth ETF was a new Clearstead Advisors position in Q1 2026.
BNY Mellon Concentrated Growth ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1395 holding.
25 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.