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 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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFS

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

BFS

BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return

Commonwealth Equity Services's BKCG Position: Q2 2026 in Review

Commonwealth Equity Services reduced its BNY Mellon Concentrated Growth ETF (BKCG) stake by 23% in Q2 2026, selling an estimated $205K and leaving 18,073 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #3048.

Commonwealth Equity Services first reported a position in BKCG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.32M in Q2 2025. 26 funds tracked by Wall St. Rank hold BKCG as of Q2 2026.

Commonwealth Equity Services held 18,073 shares of BNY Mellon Concentrated Growth ETF worth $674K as of Q2 2026.
Commonwealth Equity Services sold 5,521 BNY Mellon Concentrated Growth ETF shares in Q2 2026, an estimated $205K.
BNY Mellon Concentrated Growth ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3048 holding.
Commonwealth Equity Services first reported a position in BNY Mellon Concentrated Growth ETF in Q1 2025 and has held it in 6 quarters since.
Commonwealth Equity Services's BNY Mellon Concentrated Growth ETF position peaked at $1.32M in Q2 2025.
26 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.