Crux Wealth Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Crux Wealth Advisors’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	$10M	Buy	209,841 +4,101	+2%	+$190K	3.48%	4
2026 Q1	$8.56M	Buy	205,740 +9,627	+5%	+$418K	3.28%	4
2025 Q4	$8.55M	Buy	196,113 +10,218	+5%	+$442K	3.18%	4
2025 Q3	$7.96M	Buy	185,895 +4,476	+2%	+$184K	3.15%	5
2025 Q2	$7.16M	Buy	181,419 +96,369	+113%	+$3.51M	3.05%	5
2025 Q1	$3.01M	Buy	+85,050	New	+$3.19M	1.57%	14

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

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

Crux Wealth Advisors increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 2% in Q2 2026, buying an estimated $190K and bringing the position to 209,841 shares worth $10M. The position accounts for 3.48% of the portfolio, ranked #4.

Crux Wealth Advisors first reported a position in BKLC in Q1 2025 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Crux Wealth Advisors held 209,841 shares of BNY Mellon US Large Cap Core Equity ETF worth $10M as of Q2 2026.
Crux Wealth Advisors bought 4,101 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $190K.
BNY Mellon US Large Cap Core Equity ETF made up 3.48% of Crux Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Crux Wealth Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2025 and has held it in 6 quarters since.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

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