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 Q1	$8.56M	Buy	68,580 +3,209	+5%	+$418K	3.28%	4
2025 Q4	$8.55M	Buy	65,371 +3,406	+5%	+$442K	3.18%	4
2025 Q3	$7.96M	Buy	61,965 +1,492	+2%	+$184K	3.15%	5
2025 Q2	$7.16M	Buy	60,473 +32,123	+113%	+$3.51M	3.05%	5
2025 Q1	$3.01M	Buy	+28,350	New	+$3.19M	1.57%	14

Other funds holding BKLC

RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Crux Wealth Advisors's BKLC Position: Q1 2026 in Review

Crux Wealth Advisors increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 4.9% in Q1 2026, buying an estimated $418K and bringing the position to 68,580 shares worth $8.56M. The position accounts for 3.28% of the portfolio, ranked #4.

Crux Wealth Advisors first reported a position in BKLC in Q1 2025 and has held it in 5 quarters since. 141 funds tracked by Wall St. Rank hold BKLC as of Q1 2026.

Crux Wealth Advisors held 68,580 shares of BNY Mellon US Large Cap Core Equity ETF worth $8.56M as of Q1 2026.
Crux Wealth Advisors bought 3,209 BNY Mellon US Large Cap Core Equity ETF shares in Q1 2026, an estimated $418K.
BNY Mellon US Large Cap Core Equity ETF made up 3.28% of Crux Wealth Advisors's portfolio in Q1 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 5 quarters since.
141 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.