Global Retirement Partners’s BNY Mellon Concentrated Growth ETF BKCG Stock Holding History

Global Retirement Partners’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
2026 Q2	$32.7K	Buy	+876	New	+$32.5K	﹤0.01%	2781
2025 Q4	$31.9K	Hold	876	–	–	﹤0.01%	2630
2025 Q3	$31.2K	Hold	876	–	–	﹤0.01%	2161
2025 Q2	$30.3K	Buy	+876	New	+$27.9K	﹤0.01%	2058

Other funds holding BKCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFS

Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Global Retirement Partners's BKCG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BNY Mellon Concentrated Growth ETF (BKCG) in Q2 2026: 876 shares worth $32.7K. The stake represents ﹤0.01% of the portfolio and ranks #2781 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BKCG as recently as Q4 2025.

Global Retirement Partners first reported a position in BKCG in Q2 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold BKCG as of Q2 2026.

Global Retirement Partners held 876 shares of BNY Mellon Concentrated Growth ETF worth $32.7K as of Q2 2026.
BNY Mellon Concentrated Growth ETF was a new Global Retirement Partners position in Q2 2026.
BNY Mellon Concentrated Growth ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2781 holding.
Global Retirement Partners first reported a position in BNY Mellon Concentrated Growth ETF in Q2 2025 and has held it in 4 quarters since.
26 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.