Fortitude Advisory Group’s BNY Mellon US Small Cap Core Equity ETF BKSE Stock Holding History

Fortitude Advisory Group’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
2022 Q2	–	Sell	-12	Closed	–	–	333
2022 Q1	$0	Sell	12 -321	-96%	-$9.59K	﹤0.01%	1520
2021 Q4	$11K	Buy	+333	New	+$10.8K	0.01%	994

Other funds holding BKSE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWC

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

LWM

Lyell Wealth Management Menlo Park, California $1.36B AUM 28.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fortitude Advisory Group's BKSE Position: Q2 2022 in Review

Fortitude Advisory Group sold out of BNY Mellon US Small Cap Core Equity ETF (BKSE) in Q2 2022, closing a stake of 12 shares.

Fortitude Advisory Group first reported a position in BKSE in Q4 2021 and held it in 2 quarters. The position peaked at $11K in Q4 2021. 15 funds tracked by Wall St. Rank hold BKSE as of Q2 2022.

Fortitude Advisory Group reported no remaining BNY Mellon US Small Cap Core Equity ETF position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 12 BNY Mellon US Small Cap Core Equity ETF shares in Q2 2022.
Fortitude Advisory Group first reported a position in BNY Mellon US Small Cap Core Equity ETF in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's BNY Mellon US Small Cap Core Equity ETF position peaked at $11K in Q4 2021.
15 funds tracked by Wall St. Rank held BNY Mellon US Small Cap Core Equity ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.