Creative Planning
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Creative Planning’s BNY Mellon US Small Cap Core Equity ETF BKSE Stock Holding History

Creative Planning’s Portfolio BKSE Stock Details BKSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-649,950
Closed -$16.3M – 2330
2022
Q2 		$16.3M Buy
+649,950
New +$17.8M 0.03% 223

Other funds holding BKSE

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LWM
Lyell Wealth Management Menlo Park, California $1.36B AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's BKSE Position: Q3 2022 in Review

Creative Planning sold out of BNY Mellon US Small Cap Core Equity ETF (BKSE) in Q3 2022, closing a stake of 649,950 shares — an estimated $16.3M sold.

Creative Planning first reported a position in BKSE in Q2 2022 and held it in 1 quarter. The position peaked at $16.3M in Q2 2022. 15 funds tracked by Wall St. Rank hold BKSE as of Q3 2022.

  • Creative Planning reported no remaining BNY Mellon US Small Cap Core Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Creative Planning sold 649,950 BNY Mellon US Small Cap Core Equity ETF shares in Q3 2022, an estimated $16.3M.
  • Creative Planning first reported a position in BNY Mellon US Small Cap Core Equity ETF in Q2 2022 and held it in 1 quarter.
  • Creative Planning's BNY Mellon US Small Cap Core Equity ETF position peaked at $16.3M in Q2 2022.
  • 15 funds tracked by Wall St. Rank held BNY Mellon US Small Cap Core Equity ETF as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.