Krilogy Financial
BKAG icon

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

Krilogy Financial’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
Q3 		$649K Hold
16,223
– – 0.02% 574
2026
Q2 		$681K Sell
16,223
-254
-2% -$10.7K 0.02% 525
2026
Q1 		$695K Buy
+16,477
New +$700K 0.02% 474

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Tanager Wealth Management
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Central Trust Company
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Crux Wealth Advisors
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Carolina Wealth Advisors
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Lord & Richards Wealth Management
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

Krilogy Financial's BKAG Position: Q3 2026 in Review

Krilogy Financial held its BNY Mellon Core Bond ETF (BKAG) position steady in Q3 2026 at 16,223 shares worth $649K. The position accounts for 0.02% of the portfolio, ranked #574.

Krilogy Financial first reported a position in BKAG in Q1 2026 and has held it in 3 quarters since. The position peaked at $695K in Q1 2026. 47 funds tracked by Wall St. Rank hold BKAG as of Q3 2026.

  • Krilogy Financial held 16,223 shares of BNY Mellon Core Bond ETF worth $649K as of Q3 2026.
  • Krilogy Financial left its BNY Mellon Core Bond ETF share count unchanged in Q3 2026.
  • BNY Mellon Core Bond ETF made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #574 holding.
  • Krilogy Financial first reported a position in BNY Mellon Core Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Krilogy Financial's BNY Mellon Core Bond ETF position peaked at $695K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.