Creative Planning’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Creative Planning’s Portfolio BKLC Stock Details BKLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$419K	Buy	+8,775	New	+$406K	﹤0.01%	3319
2022 Q4	–	Sell	-191,733	Closed	-$4.25M	–	2504
2022 Q3	$4.25M	Sell	191,733 -1,514,289	-89%	-$37.1M	0.01%	472
2022 Q2	$39.7M	Buy	+1,706,022	New	+$43.2M	0.07%	121

Other funds holding BKLC

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

SPA

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Creative Planning's BKLC Position: Q2 2026 in Review

Creative Planning opened a new position in BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2026: 8,775 shares worth $419K. The stake represents ﹤0.01% of the portfolio and ranks #3319 among its holdings. This is a return to the name: Creative Planning previously reported a position in BKLC as recently as Q3 2022.

Creative Planning first reported a position in BKLC in Q2 2022 and has held it in 3 quarters since. The position peaked at $39.7M in Q2 2022. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Creative Planning held 8,775 shares of BNY Mellon US Large Cap Core Equity ETF worth $419K as of Q2 2026.
BNY Mellon US Large Cap Core Equity ETF was a new Creative Planning position in Q2 2026.
BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3319 holding.
Creative Planning first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2022 and has held it in 3 quarters since.
Creative Planning's BNY Mellon US Large Cap Core Equity ETF position peaked at $39.7M in Q2 2022.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

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