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Keener Financial Planning’s BNY Mellon US Small Cap Core Equity ETF BKSE Stock Holding History

Keener Financial Planning’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
2024
Q1 		– Sell
-318
Closed -$10K – 194
2023
Q4 		$10K Buy
+318
New +$8.81K 0.01% 142

Other funds holding BKSE

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
Bank of New York Mellon
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Keener Financial Planning's BKSE Position: Q1 2024 in Review

Keener Financial Planning sold out of BNY Mellon US Small Cap Core Equity ETF (BKSE) in Q1 2024, closing a stake of 318 shares — an estimated $10K sold.

Keener Financial Planning first reported a position in BKSE in Q4 2023 and held it in 1 quarter. The position peaked at $10K in Q4 2023. 14 funds tracked by Wall St. Rank hold BKSE as of Q1 2024.

  • Keener Financial Planning reported no remaining BNY Mellon US Small Cap Core Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Keener Financial Planning sold 318 BNY Mellon US Small Cap Core Equity ETF shares in Q1 2024, an estimated $10K.
  • Keener Financial Planning first reported a position in BNY Mellon US Small Cap Core Equity ETF in Q4 2023 and held it in 1 quarter.
  • Keener Financial Planning's BNY Mellon US Small Cap Core Equity ETF position peaked at $10K in Q4 2023.
  • 14 funds tracked by Wall St. Rank held BNY Mellon US Small Cap Core Equity ETF as of Q1 2024.

Based on Keener Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.