KF
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
Q2 		$681K Sell
16,223
-254
-2% -$10.7K 0.02% 525
2026
Q1 		$695K Buy
+16,477
New +$700K 0.02% 474

Other funds holding BKAG

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
Bank of America
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

Krilogy Financial's BKAG Position: Q2 2026 in Review

Krilogy Financial reduced its BNY Mellon Core Bond ETF (BKAG) stake by 1.5% in Q2 2026, selling an estimated $10.7K and leaving 16,223 shares worth $681K. The position accounts for 0.02% of the portfolio, ranked #525.

Krilogy Financial first reported a position in BKAG in Q1 2026 and has held it in 2 quarters since. The position peaked at $695K in Q1 2026. 95 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

  • Krilogy Financial held 16,223 shares of BNY Mellon Core Bond ETF worth $681K as of Q2 2026.
  • Krilogy Financial sold 254 BNY Mellon Core Bond ETF shares in Q2 2026, an estimated $10.7K.
  • BNY Mellon Core Bond ETF made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #525 holding.
  • Krilogy Financial first reported a position in BNY Mellon Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Krilogy Financial's BNY Mellon Core Bond ETF position peaked at $695K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.