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Marcum Wealth’s BNY Mellon International Equity ETF BKIE Stock Holding History

Marcum Wealth’s Portfolio BKIE Stock Details BKIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,424
Closed -$255K – 419
2024
Q2 		$255K Buy
+3,424
New +$255K 0.03% 307

Other funds holding BKIE

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Marcum Wealth's BKIE Position: Q3 2024 in Review

Marcum Wealth sold out of BNY Mellon International Equity ETF (BKIE) in Q3 2024, closing a stake of 3,424 shares — an estimated $255K sold.

Marcum Wealth first reported a position in BKIE in Q2 2024 and held it in 1 quarter. The position peaked at $255K in Q2 2024. 47 funds tracked by Wall St. Rank hold BKIE as of Q3 2024.

  • Marcum Wealth reported no remaining BNY Mellon International Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Marcum Wealth sold 3,424 BNY Mellon International Equity ETF shares in Q3 2024, an estimated $255K.
  • Marcum Wealth first reported a position in BNY Mellon International Equity ETF in Q2 2024 and held it in 1 quarter.
  • Marcum Wealth's BNY Mellon International Equity ETF position peaked at $255K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held BNY Mellon International Equity ETF as of Q3 2024.

Based on Marcum Wealth's 13F filing for Q3 2024, filed 8 Oct 2024.