FSA Wealth Management’s BNY Mellon Concentrated Growth ETF BKCG Stock Holding History

FSA Wealth Management’s Portfolio BKCG Stock Details BKCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$26.1K	Buy	+733	New	+$25.5K	0.01%	220

Other funds holding BKCG

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

SFS

Symphony Financial Services Akron, Ohio $195M AUM 16.51% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FSA Wealth Management's BKCG Position: Q3 2025 in Review

FSA Wealth Management opened a new position in BNY Mellon Concentrated Growth ETF (BKCG) in Q3 2025: 733 shares worth $26.1K. The stake represents 0.01% of the portfolio and ranks #220 among its holdings.

24 funds tracked by Wall St. Rank hold BKCG as of Q3 2025.

FSA Wealth Management held 733 shares of BNY Mellon Concentrated Growth ETF worth $26.1K as of Q3 2025.
BNY Mellon Concentrated Growth ETF was a new FSA Wealth Management position in Q3 2025.
BNY Mellon Concentrated Growth ETF made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #220 holding.
24 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.