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Elevation Capital Advisory’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Elevation Capital Advisory’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 		– Sell
-42,936
Closed -$1.87M – 68
2025
Q4 		$1.87M Buy
+42,936
New +$1.86M 0.76% 39

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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 $1.16B AUM 20.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Elevation Capital Advisory's BKLC Position: Q1 2026 in Review

Elevation Capital Advisory sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q1 2026, closing a stake of 42,936 shares — an estimated $1.87M sold.

Elevation Capital Advisory first reported a position in BKLC in Q4 2025 and held it in 1 quarter. The position peaked at $1.87M in Q4 2025. 143 funds tracked by Wall St. Rank hold BKLC as of Q1 2026.

  • Elevation Capital Advisory reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Elevation Capital Advisory sold 42,936 BNY Mellon US Large Cap Core Equity ETF shares in Q1 2026, an estimated $1.87M.
  • Elevation Capital Advisory first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2025 and held it in 1 quarter.
  • Elevation Capital Advisory's BNY Mellon US Large Cap Core Equity ETF position peaked at $1.87M in Q4 2025.
  • 143 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2026.

Based on Elevation Capital Advisory's 13F filing for Q1 2026, filed 8 May 2026.