Dynamic Advisor Solutions
BKAG icon

Dynamic Advisor Solutions’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$545K Hold
13,611
– – 0.02% 639
2026
Q2 		$571K Sell
13,611
-3,144
-19% -$132K 0.02% 650
2026
Q1 		$707K Sell
16,755
-454
-3% -$19.3K 0.02% 550
2025
Q4 		$729K Sell
17,209
-5,574
-24% -$237K 0.02% 531
2025
Q3 		$971K Sell
22,783
-4,206
-16% -$177K 0.03% 476
2025
Q2 		$1.14M Sell
26,989
-581
-2% -$24.2K 0.04% 418
2025
Q1 		$1.16M Sell
27,570
-738
-3% -$30.7K 0.04% 383
2024
Q4 		$1.17M Sell
28,308
-650
-2% -$27.3K 0.05% 287
2024
Q3 		$1.25M Hold
28,958
– – 0.04% 398
2024
Q2 		$1.2M Sell
28,958
-126
-0.4% -$5.19K 0.04% 411
2024
Q1 		$1.22M Buy
29,084
+3,197
+12% +$134K 0.04% 398
2023
Q4 		$1.09M Sell
25,887
-290
-1% -$11.8K 0.04% 399
2023
Q3 		$1.05M Sell
26,177
-431
-2% -$17.8K 0.05% 342
2023
Q2 		$1.12M Buy
26,608
+14,744
+124% +$624K 0.06% 314
2023
Q1 		$507K Sell
11,864
-44
-0.4% -$1.86K 0.03% 464
2022
Q4 		$495K Buy
11,908
+4,910
+70% +$204K 0.03% 445
2022
Q3 		$289K Buy
+6,998
New +$304K 0.02% 541

Other funds holding BKAG

Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Dynamic Advisor Solutions's BKAG Position: Q3 2026 in Review

Dynamic Advisor Solutions held its BNY Mellon Core Bond ETF (BKAG) position steady in Q3 2026 at 13,611 shares worth $545K. The position accounts for 0.02% of the portfolio, ranked #639.

Dynamic Advisor Solutions first reported a position in BKAG in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.25M in Q3 2024. 16 funds tracked by Wall St. Rank hold BKAG as of Q3 2026.

  • Dynamic Advisor Solutions held 13,611 shares of BNY Mellon Core Bond ETF worth $545K as of Q3 2026.
  • Dynamic Advisor Solutions left its BNY Mellon Core Bond ETF share count unchanged in Q3 2026.
  • BNY Mellon Core Bond ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #639 holding.
  • Dynamic Advisor Solutions first reported a position in BNY Mellon Core Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • Dynamic Advisor Solutions's BNY Mellon Core Bond ETF position peaked at $1.25M in Q3 2024.
  • 16 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.