Crux Wealth Advisors’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Crux Wealth Advisors’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
2026 Q2	$13.6M	Buy	323,784 +979	+0.3%	+$41.1K	4.71%	1
2026 Q1	$13.6M	Buy	322,805 +6,981	+2%	+$296K	5.23%	1
2025 Q4	$13.4M	Buy	315,824 +10,386	+3%	+$442K	4.98%	1
2025 Q3	$13M	Buy	305,438 +21,383	+8%	+$902K	5.16%	1
2025 Q2	$12M	Buy	284,055 +155,147	+120%	+$6.47M	5.1%	1
2025 Q1	$5.43M	Buy	+128,908	New	+$5.36M	2.83%	3

Other funds holding BKAG

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

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

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

IWC

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

ACA

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

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Crux Wealth Advisors's BKAG Position: Q2 2026 in Review

Crux Wealth Advisors increased its BNY Mellon Core Bond ETF (BKAG) stake by 0.3% in Q2 2026, buying an estimated $41.1K and bringing the position to 323,784 shares worth $13.6M. The position accounts for 4.71% of the portfolio, ranked #1.

Crux Wealth Advisors first reported a position in BKAG in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.6M in Q1 2026. 95 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

Crux Wealth Advisors held 323,784 shares of BNY Mellon Core Bond ETF worth $13.6M as of Q2 2026.
Crux Wealth Advisors bought 979 BNY Mellon Core Bond ETF shares in Q2 2026, an estimated $41.1K.
BNY Mellon Core Bond ETF made up 4.71% of Crux Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Crux Wealth Advisors first reported a position in BNY Mellon Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
Crux Wealth Advisors's BNY Mellon Core Bond ETF position peaked at $13.6M in Q1 2026.
95 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.