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Next Financial Group’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Next Financial Group’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
2021
Q4 		$73K Buy
2,445
+1,125
+85% +$32.6K ﹤0.01% 1308
2021
Q3 		$36K Hold
1,320
– – ﹤0.01% 1551
2021
Q2 		$36K Buy
1,320
+720
+120% +$18.9K ﹤0.01% 1515
2021
Q1 		$15K Buy
+600
New +$14.6K ﹤0.01% 1728

Other funds holding BKLC

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Next Financial Group's BKLC Position: Q4 2021 in Review

Next Financial Group increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 85% in Q4 2021, buying an estimated $32.6K and bringing the position to 2,445 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Next Financial Group first reported a position in BKLC in Q1 2021 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold BKLC as of Q4 2021.

  • Next Financial Group held 2,445 shares of BNY Mellon US Large Cap Core Equity ETF worth $73K as of Q4 2021.
  • Next Financial Group bought 1,125 BNY Mellon US Large Cap Core Equity ETF shares in Q4 2021, an estimated $32.6K.
  • BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1308 holding.
  • Next Financial Group first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2021 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.