Key Financial Inc’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Key Financial Inc’s Portfolio BKAG Stock Details BKAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,000	Closed	-$42.2K	–	1363
2026 Q1	$42.2K	Sell	1,000 -255	-20%	-$10.8K	0.01%	564
2025 Q4	$53.2K	Hold	1,255	–	–	0.01%	502
2025 Q3	$53.4K	Hold	1,255	–	–	0.01%	506
2025 Q2	$52.9K	Buy	+1,255	New	+$52.3K	0.01%	480

Other funds holding BKAG

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Key Financial Inc's BKAG Position: Q2 2026 in Review

Key Financial Inc sold out of BNY Mellon Core Bond ETF (BKAG) in Q2 2026, closing a stake of 1,000 shares — an estimated $42.2K sold.

Key Financial Inc first reported a position in BKAG in Q2 2025 and held it in 4 quarters. The position peaked at $53.4K in Q3 2025. 95 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

Key Financial Inc reported no remaining BNY Mellon Core Bond ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 1,000 BNY Mellon Core Bond ETF shares in Q2 2026, an estimated $42.2K.
Key Financial Inc first reported a position in BNY Mellon Core Bond ETF in Q2 2025 and held it in 4 quarters.
Key Financial Inc's BNY Mellon Core Bond ETF position peaked at $53.4K in Q3 2025.
95 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.