MGO One Seven’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

MGO One Seven’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	$21M	Buy	440,301 +21,327	+5%	+$987K	0.35%	52
2026 Q1	$17.4M	Buy	418,974 +3,126	+0.8%	+$136K	0.35%	53
2025 Q4	$18.1M	Buy	415,848 +9,663	+2%	+$418K	0.37%	46
2025 Q3	$17.4M	Buy	406,185 +9,852	+2%	+$404K	0.4%	45
2025 Q2	$15.6M	Sell	396,333 -44,241	-10%	-$1.61M	0.5%	33
2025 Q1	$15.6M	Buy	440,574 +5,298	+1%	+$199K	0.61%	26
2024 Q4	$16.3M	Buy	435,276 +3,387	+0.8%	+$127K	0.62%	22
2024 Q3	$15.8M	Buy	431,889 +3,258	+0.8%	+$114K	0.68%	17
2024 Q2	$14.8M	Buy	+428,631	New	+$14.2M	0.7%	17

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

MGO One Seven's BKLC Position: Q2 2026 in Review

MGO One Seven increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 5.1% in Q2 2026, buying an estimated $987K and bringing the position to 440,301 shares worth $21M. The position accounts for 0.35% of the portfolio, ranked #52.

MGO One Seven first reported a position in BKLC in Q2 2024 and has held it in 9 quarters since. 153 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

MGO One Seven held 440,301 shares of BNY Mellon US Large Cap Core Equity ETF worth $21M as of Q2 2026.
MGO One Seven bought 21,327 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $987K.
BNY Mellon US Large Cap Core Equity ETF made up 0.35% of MGO One Seven's portfolio in Q2 2026, its #52 holding.
MGO One Seven first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
153 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.