Concurrent Investment Advisors’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Concurrent Investment Advisors’s Portfolio BKAG Stock Details BKAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.04M	Buy	+48,609	New	+$2.04M	0.02%	715

Other funds holding BKAG

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Concurrent Investment Advisors's BKAG Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in BNY Mellon Core Bond ETF (BKAG) in Q2 2026: 48,609 shares worth $2.04M. The stake represents 0.02% of the portfolio and ranks #715 among its holdings.

25 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

Concurrent Investment Advisors held 48,609 shares of BNY Mellon Core Bond ETF worth $2.04M as of Q2 2026.
BNY Mellon Core Bond ETF was a new Concurrent Investment Advisors position in Q2 2026.
BNY Mellon Core Bond ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #715 holding.
25 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.