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Coppell Advisory Solutions’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-381
Closed -$15.7K – 500
2024
Q4 		$15.7K Sell
381
-4
-1% -$168 ﹤0.01% 953
2024
Q3 		$16.7K Sell
385
-228
-37% -$9.7K ﹤0.01% 932
2024
Q2 		$25.4K Buy
+613
New +$25.3K ﹤0.01% 692
2023
Q4 		$44.1K Buy
+1,039
New +$42.3K 0.01% 521
2023
Q3 		– Sell
-141
Closed -$5.91K – 1237
2023
Q2 		$5.91K Buy
+141
New +$5.97K ﹤0.01% 819

Other funds holding BKAG

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

Coppell Advisory Solutions's BKAG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of BNY Mellon Core Bond ETF (BKAG) in Q1 2025, closing a stake of 381 shares — an estimated $15.7K sold.

Coppell Advisory Solutions first reported a position in BKAG in Q2 2023 and held it in 5 quarters. The position peaked at $44.1K in Q4 2023. 67 funds tracked by Wall St. Rank hold BKAG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining BNY Mellon Core Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 381 BNY Mellon Core Bond ETF shares in Q1 2025, an estimated $15.7K.
  • Coppell Advisory Solutions first reported a position in BNY Mellon Core Bond ETF in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's BNY Mellon Core Bond ETF position peaked at $44.1K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.