IWP
BKCG

IAG Wealth Partners’s BNY Mellon Concentrated Growth ETF BKCG Stock Holding History

IAG Wealth 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
2025
Q2 		– Sell
-717
Closed -$22.1K – 524
2025
Q1 		$22.1K Buy
+717
New +$22.1K ﹤0.01% 267

Other funds holding BKCG

Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
SFS
Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IAG Wealth Partners's BKCG Position: Q2 2025 in Review

IAG Wealth Partners sold out of BNY Mellon Concentrated Growth ETF (BKCG) in Q2 2025, closing a stake of 717 shares — an estimated $22.1K sold.

IAG Wealth Partners first reported a position in BKCG in Q1 2025 and held it in 1 quarter. The position peaked at $22.1K in Q1 2025. 23 funds tracked by Wall St. Rank hold BKCG as of Q2 2025.

  • IAG Wealth Partners reported no remaining BNY Mellon Concentrated Growth ETF position as of Q2 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 717 BNY Mellon Concentrated Growth ETF shares in Q2 2025, an estimated $22.1K.
  • IAG Wealth Partners first reported a position in BNY Mellon Concentrated Growth ETF in Q1 2025 and held it in 1 quarter.
  • IAG Wealth Partners's BNY Mellon Concentrated Growth ETF position peaked at $22.1K in Q1 2025.
  • 23 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q2 2025.

Based on IAG Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.