KWM
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Kingsview Wealth Management’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Kingsview Wealth Management’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
2024
Q4 		– Sell
-87,528
Closed -$3.2M – 1110
2024
Q3 		$3.2M Buy
87,528
+156
+0.2% +$5.47K 0.07% 269
2024
Q2 		$3.02M Buy
+87,372
New +$2.9M 0.07% 257

Other funds holding BKLC

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kingsview Wealth Management's BKLC Position: Q4 2024 in Review

Kingsview Wealth Management sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q4 2024, closing a stake of 87,528 shares — an estimated $3.2M sold.

Kingsview Wealth Management first reported a position in BKLC in Q2 2024 and held it in 2 quarters. The position peaked at $3.2M in Q3 2024. 89 funds tracked by Wall St. Rank hold BKLC as of Q4 2024.

  • Kingsview Wealth Management reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 87,528 BNY Mellon US Large Cap Core Equity ETF shares in Q4 2024, an estimated $3.2M.
  • Kingsview Wealth Management first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2024 and held it in 2 quarters.
  • Kingsview Wealth Management's BNY Mellon US Large Cap Core Equity ETF position peaked at $3.2M in Q3 2024.
  • 89 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.