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

Golden State 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
2026 Q2	$37.1K	Hold	995	–	–	﹤0.01%	799
2026 Q1	$33.8K	Hold	995	–	–	﹤0.01%	785
2025 Q4	$36.2K	Hold	995	–	–	﹤0.01%	765
2025 Q3	$35.5K	Hold	995	–	–	﹤0.01%	759
2025 Q2	$34.4K	Hold	995	–	–	﹤0.01%	727
2025 Q1	$30.7K	Buy	+995	New	+$30.7K	﹤0.01%	700

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

Golden State Wealth Management's BKCG Position: Q2 2026 in Review

Golden State Wealth Management held its BNY Mellon Concentrated Growth ETF (BKCG) position steady in Q2 2026 at 995 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Golden State Wealth Management first reported a position in BKCG in Q1 2025 and has held it in 6 quarters since. 26 funds tracked by Wall St. Rank hold BKCG as of Q2 2026.

Golden State Wealth Management held 995 shares of BNY Mellon Concentrated Growth ETF worth $37.1K as of Q2 2026.
Golden State Wealth Management left its BNY Mellon Concentrated Growth ETF share count unchanged in Q2 2026.
BNY Mellon Concentrated Growth ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #799 holding.
Golden State Wealth Management first reported a position in BNY Mellon Concentrated Growth ETF in Q1 2025 and has held it in 6 quarters since.
26 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.