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

Kaydan 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 Q3	$653K	Sell	16,567 -3,626	-18%	-$140K	0.22%	59
2026 Q2	$753K	Hold	20,193	–	–	0.23%	55
2026 Q1	$686K	Hold	20,193	–	–	0.23%	55
2025 Q4	$735K	Hold	20,193	–	–	0.21%	54
2025 Q3	$720K	Hold	20,193	–	–	0.21%	54
2025 Q2	$699K	Buy	+20,193	New	+$642K	0.23%	51

Other funds holding BKCG

Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Symphony Financial Services Akron, Ohio $234M AUM 13.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BridgePort Financial Solutions Fairfield, Iowa $429M AUM 16.16% 1-Year Est. Return

Kaydan Wealth Management's BKCG Position: Q3 2026 in Review

Kaydan Wealth Management reduced its BNY Mellon Concentrated Growth ETF (BKCG) stake by 18% in Q3 2026, selling an estimated $140K and leaving 16,567 shares worth $653K. The position accounts for 0.22% of the portfolio, ranked #59.

Kaydan Wealth Management first reported a position in BKCG in Q2 2025 and has held it in 6 quarters since. The position peaked at $753K in Q2 2026. 24 funds tracked by Wall St. Rank hold BKCG as of Q3 2026.

Kaydan Wealth Management held 16,567 shares of BNY Mellon Concentrated Growth ETF worth $653K as of Q3 2026.
Kaydan Wealth Management sold 3,626 BNY Mellon Concentrated Growth ETF shares in Q3 2026, an estimated $140K.
BNY Mellon Concentrated Growth ETF made up 0.22% of Kaydan Wealth Management's portfolio in Q3 2026, its #59 holding.
Kaydan Wealth Management first reported a position in BNY Mellon Concentrated Growth ETF in Q2 2025 and has held it in 6 quarters since.
Kaydan Wealth Management's BNY Mellon Concentrated Growth ETF position peaked at $753K in Q2 2026.
24 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.