Insigneo Advisory Services’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Insigneo Advisory Services’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	$1.31M	Buy	27,396 +4,143	+18%	+$192K	0.05%	258
2026 Q1	$967K	Sell	23,253 -90	-0.4%	-$3.9K	0.07%	225
2025 Q4	$1.02M	Sell	23,343 -768	-3%	-$33.2K	0.07%	206
2025 Q3	$1.03M	Buy	24,111 +504	+2%	+$20.7K	0.07%	211
2025 Q2	$932K	Sell	23,607 -129	-0.5%	-$4.7K	0.08%	198
2025 Q1	$841K	Buy	23,736 +5,298	+29%	+$199K	0.09%	195
2024 Q4	$689K	Buy	+18,438	New	+$691K	0.07%	224

Other funds holding BKLC

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Insigneo Advisory Services's BKLC Position: Q2 2026 in Review

Insigneo Advisory Services increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 18% in Q2 2026, buying an estimated $192K and bringing the position to 27,396 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #258.

Insigneo Advisory Services first reported a position in BKLC in Q4 2024 and has held it in 7 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Insigneo Advisory Services held 27,396 shares of BNY Mellon US Large Cap Core Equity ETF worth $1.31M as of Q2 2026.
Insigneo Advisory Services bought 4,143 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $192K.
BNY Mellon US Large Cap Core Equity ETF made up 0.05% of Insigneo Advisory Services's portfolio in Q2 2026, its #258 holding.
Insigneo Advisory Services first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.