Creative Planning
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Creative Planning’s BNY Mellon Core Plus ETF BCPL Stock Holding History

Creative Planning’s Portfolio BCPL Stock Details BCPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,869
Closed -$270K – 4426
2026
Q1 		$270K Buy
+10,869
New +$272K ﹤0.01% 3501

Other funds holding BCPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Creative Planning's BCPL Position: Q2 2026 in Review

Creative Planning sold out of BNY Mellon Core Plus ETF (BCPL) in Q2 2026, closing a stake of 10,869 shares — an estimated $270K sold.

Creative Planning first reported a position in BCPL in Q1 2026 and held it in 1 quarter. The position peaked at $270K in Q1 2026. 19 funds tracked by Wall St. Rank hold BCPL as of Q2 2026.

  • Creative Planning reported no remaining BNY Mellon Core Plus ETF position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 10,869 BNY Mellon Core Plus ETF shares in Q2 2026, an estimated $270K.
  • Creative Planning first reported a position in BNY Mellon Core Plus ETF in Q1 2026 and held it in 1 quarter.
  • Creative Planning's BNY Mellon Core Plus ETF position peaked at $270K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held BNY Mellon Core Plus ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.