Commonwealth Equity Services’s BNY Mellon Concentrated Growth ETF BKCG Stock Holding History

Commonwealth Equity Services’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 Q3	$791K	Buy	20,053 +1,980	+11%	+$76.6K	﹤0.01%	2841
2026 Q2	$674K	Sell	18,073 -5,521	-23%	-$205K	﹤0.01%	3048
2026 Q1	$802K	Sell	23,594 -11,525	-33%	-$415K	﹤0.01%	2798
2025 Q4	$1.28M	Buy	35,119 +234	+0.7%	+$8.41K	﹤0.01%	2379
2025 Q3	$1.24M	Sell	34,885 -3,207	-8%	-$112K	﹤0.01%	2423
2025 Q2	$1.32M	Sell	38,092 -3,888	-9%	-$124K	﹤0.01%	2347
2025 Q1	$1.3M	Buy	+41,980	New	+$1.3M	﹤0.01%	2265

Other funds holding BKCG

Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Symphony Financial Services Akron, Ohio $234M AUM 13.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BridgePort Financial Solutions Fairfield, Iowa $429M AUM 16.16% 1-Year Est. Return

Commonwealth Equity Services's BKCG Position: Q3 2026 in Review

Commonwealth Equity Services increased its BNY Mellon Concentrated Growth ETF (BKCG) stake by 11% in Q3 2026, buying an estimated $76.6K and bringing the position to 20,053 shares worth $791K. The position accounts for ﹤0.01% of the portfolio, ranked #2841.

Commonwealth Equity Services first reported a position in BKCG in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.32M in Q2 2025. 24 funds tracked by Wall St. Rank hold BKCG as of Q3 2026.

Commonwealth Equity Services held 20,053 shares of BNY Mellon Concentrated Growth ETF worth $791K as of Q3 2026.
Commonwealth Equity Services bought 1,980 BNY Mellon Concentrated Growth ETF shares in Q3 2026, an estimated $76.6K.
BNY Mellon Concentrated Growth ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2841 holding.
Commonwealth Equity Services first reported a position in BNY Mellon Concentrated Growth ETF in Q1 2025 and has held it in 7 quarters since.
Commonwealth Equity Services's BNY Mellon Concentrated Growth ETF position peaked at $1.32M in Q2 2025.
24 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.