IFP Advisors’s BNY Mellon US Small Cap Core Equity ETF BKSE Stock Holding History

IFP Advisors’s Portfolio BKSE Stock Details BKSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,038	Closed	-$20K	–	3470
2022 Q4	$20K	Buy	1,038 +993	+2,207%	+$25.9K	﹤0.01%	2868
2022 Q3	$1K	Hold	45	–	–	﹤0.01%	4512
2022 Q2	$1K	Hold	45	–	–	﹤0.01%	4288
2022 Q1	$1K	Buy	+45	New	+$1.34K	﹤0.01%	4288

Other funds holding BKSE

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LWM

Lyell Wealth Management Menlo Park, California $1.63B AUM 38.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

IFP Advisors's BKSE Position: Q1 2023 in Review

IFP Advisors sold out of BNY Mellon US Small Cap Core Equity ETF (BKSE) in Q1 2023, closing a stake of 1,038 shares — an estimated $20K sold.

IFP Advisors first reported a position in BKSE in Q1 2022 and held it in 4 quarters. The position peaked at $20K in Q4 2022. 15 funds tracked by Wall St. Rank hold BKSE as of Q1 2023.

IFP Advisors reported no remaining BNY Mellon US Small Cap Core Equity ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 1,038 BNY Mellon US Small Cap Core Equity ETF shares in Q1 2023, an estimated $20K.
IFP Advisors first reported a position in BNY Mellon US Small Cap Core Equity ETF in Q1 2022 and held it in 4 quarters.
IFP Advisors's BNY Mellon US Small Cap Core Equity ETF position peaked at $20K in Q4 2022.
15 funds tracked by Wall St. Rank held BNY Mellon US Small Cap Core Equity ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.