Lantern Wealth Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Lantern Wealth Advisors’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
2026 Q2	$988K	Buy	20,670 +1,530	+8%	+$70.8K	0.45%	60
2026 Q1	$796K	Buy	19,140 +1,218	+7%	+$52.9K	0.41%	64
2025 Q4	$781K	Sell	17,922 -2,040	-10%	-$88.2K	0.42%	62
2025 Q3	$854K	Buy	19,962 +2,496	+14%	+$102K	0.45%	56
2025 Q2	$690K	Buy	+17,466	New	+$637K	0.41%	67
2024 Q4	$344K	Buy	+9,216	New	+$346K	0.22%	92

Other funds holding BKLC

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

IWC

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

ACA

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Lantern Wealth Advisors's BKLC Position: Q2 2026 in Review

Lantern Wealth Advisors increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 8% in Q2 2026, buying an estimated $70.8K and bringing the position to 20,670 shares worth $988K. The position accounts for 0.45% of the portfolio, ranked #60.

Lantern Wealth Advisors first reported a position in BKLC in Q4 2024 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Lantern Wealth Advisors held 20,670 shares of BNY Mellon US Large Cap Core Equity ETF worth $988K as of Q2 2026.
Lantern Wealth Advisors bought 1,530 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $70.8K.
BNY Mellon US Large Cap Core Equity ETF made up 0.45% of Lantern Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Lantern Wealth Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2024 and has held it in 6 quarters since.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.