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Crux Wealth Advisors’s BNY Mellon US Small Cap Core Equity ETF BKSE Stock Holding History

Crux Wealth Advisors’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
2026
Q2 		$717K Sell
15,996
-414
-3% -$17.3K 0.25% 96
2026
Q1 		$623K Sell
16,410
-987
-6% -$38.7K 0.24% 103
2025
Q4 		$652K Sell
17,397
-249
-1% -$9.27K 0.24% 104
2025
Q3 		$648K Buy
17,646
+2,052
+13% +$72K 0.26% 100
2025
Q2 		$519K Buy
15,594
+2,157
+16% +$67.1K 0.22% 109
2025
Q1 		$418K Buy
+13,437
New +$447K 0.22% 122

Other funds holding BKSE

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Crux Wealth Advisors reduced its BNY Mellon US Small Cap Core Equity ETF (BKSE) stake by 2.5% in Q2 2026, selling an estimated $17.3K and leaving 15,996 shares worth $717K. The position accounts for 0.25% of the portfolio, ranked #96.

Crux Wealth Advisors first reported a position in BKSE in Q1 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold BKSE as of Q2 2026.

  • Crux Wealth Advisors held 15,996 shares of BNY Mellon US Small Cap Core Equity ETF worth $717K as of Q2 2026.
  • Crux Wealth Advisors sold 414 BNY Mellon US Small Cap Core Equity ETF shares in Q2 2026, an estimated $17.3K.
  • BNY Mellon US Small Cap Core Equity ETF made up 0.25% of Crux Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Crux Wealth Advisors first reported a position in BNY Mellon US Small Cap Core Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 14 funds tracked by Wall St. Rank held BNY Mellon US Small Cap Core Equity ETF as of Q2 2026.

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