CoreCap Advisors’s BNY Mellon Concentrated Growth ETF BKCG Stock Holding History

CoreCap 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 Q2	$156K	Buy	4,190 +1	+0%	+$37	﹤0.01%	939
2026 Q1	$142K	Sell	4,189 -1	-0%	-$36	﹤0.01%	912
2025 Q4	$153K	Buy	4,190 +1	+0%	+$36	0.01%	879
2025 Q3	$149K	Hold	4,189	–	–	0.01%	888
2025 Q2	$145K	Buy	+4,189	New	+$133K	0.01%	853

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

CoreCap Advisors's BKCG Position: Q2 2026 in Review

CoreCap Advisors increased its BNY Mellon Concentrated Growth ETF (BKCG) stake by 0.02% in Q2 2026, buying an estimated $37 and bringing the position to 4,190 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

CoreCap Advisors first reported a position in BKCG in Q2 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold BKCG as of Q2 2026.

CoreCap Advisors held 4,190 shares of BNY Mellon Concentrated Growth ETF worth $156K as of Q2 2026.
CoreCap Advisors bought 1 BNY Mellon Concentrated Growth ETF share in Q2 2026, an estimated $37.
BNY Mellon Concentrated Growth ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #939 holding.
CoreCap Advisors first reported a position in BNY Mellon Concentrated Growth ETF in Q2 2025 and has held it in 5 quarters since.
26 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.