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IFP Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

IFP Advisors’s Portfolio BKLC Stock Details BKLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.23M Sell
151,224
-18,024
-11% -$834K 0.13% 177
2026
Q1 		$7.04M Buy
169,248
+6,144
+4% +$267K 0.15% 157
2025
Q4 		$7.11M Sell
163,104
-39,423
-19% -$1.71M 0.16% 134
2025
Q3 		$8.67M Buy
202,527
+12,750
+7% +$523K 0.23% 93
2025
Q2 		$7.49M Buy
189,777
+110,670
+140% +$4.03M 0.21% 92
2025
Q1 		$2.8M Sell
79,107
-12,153
-13% -$456K 0.09% 275
2024
Q4 		$3.41M Buy
91,260
+71,700
+367% +$2.69M 0.11% 198
2024
Q3 		$714K Buy
19,560
+17,850
+1,044% +$626K 0.03% 570
2024
Q2 		$59.2K Buy
1,710
+1,392
+438% +$46.2K ﹤0.01% 1598
2024
Q1 		$10.6K Buy
+318
New +$10K ﹤0.01% 2213
2023
Q3 		– Sell
-42
Closed -$1.17K – 3279
2023
Q2 		$1.17K Buy
+42
New +$1.1K ﹤0.01% 3041
2023
Q1 		– Sell
-6,456
Closed -$112K – 3467
2022
Q4 		$112K Buy
6,456
+4,959
+331% +$117K ﹤0.01% 1689
2022
Q3 		$26K Hold
1,497
– – ﹤0.01% 2856
2022
Q2 		$26K Hold
1,497
– – ﹤0.01% 2627
2022
Q1 		$26K Buy
1,497
+801
+115% +$22.3K ﹤0.01% 2627
2021
Q4 		$21K Buy
+696
New +$20.1K ﹤0.01% 1920

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

IFP Advisors's BKLC Position: Q2 2026 in Review

IFP Advisors reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 11% in Q2 2026, selling an estimated $834K and leaving 151,224 shares worth $7.23M. The position accounts for 0.13% of the portfolio, ranked #177.

IFP Advisors first reported a position in BKLC in Q4 2021 and has held it in 16 quarters since. The position peaked at $8.67M in Q3 2025. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • IFP Advisors held 151,224 shares of BNY Mellon US Large Cap Core Equity ETF worth $7.23M as of Q2 2026.
  • IFP Advisors sold 18,024 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $834K.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.13% of IFP Advisors's portfolio in Q2 2026, its #177 holding.
  • IFP Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2021 and has held it in 16 quarters since.
  • IFP Advisors's BNY Mellon US Large Cap Core Equity ETF position peaked at $8.67M in Q3 2025.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.