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 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFS

Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

BFS

BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return

Kaydan Wealth Management's BKCG Position: Q2 2026 in Review

Kaydan Wealth Management held its BNY Mellon Concentrated Growth ETF (BKCG) position steady in Q2 2026 at 20,193 shares worth $753K. The position accounts for 0.23% of the portfolio, ranked #55.

Kaydan Wealth Management first reported a position in BKCG in Q2 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold BKCG as of Q2 2026.

Kaydan Wealth Management held 20,193 shares of BNY Mellon Concentrated Growth ETF worth $753K as of Q2 2026.
Kaydan Wealth Management left its BNY Mellon Concentrated Growth ETF share count unchanged in Q2 2026.
BNY Mellon Concentrated Growth ETF made up 0.23% of Kaydan Wealth Management's portfolio in Q2 2026, its #55 holding.
Kaydan Wealth Management first reported a position in BNY Mellon Concentrated Growth ETF in Q2 2025 and has held it in 5 quarters since.
26 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.