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OneDigital Investment Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

OneDigital Investment 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
2025
Q1 		– Sell
-5,967
Closed -$223K – 1406
2024
Q4 		$223K Hold
5,967
– – ﹤0.01% 1280
2024
Q3 		$218K Hold
5,967
– – ﹤0.01% 1322
2024
Q2 		$206K Buy
+5,967
New +$198K ﹤0.01% 1284

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

OneDigital Investment Advisors's BKLC Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q1 2025, closing a stake of 5,967 shares — an estimated $223K sold.

OneDigital Investment Advisors first reported a position in BKLC in Q2 2024 and held it in 3 quarters. The position peaked at $223K in Q4 2024. 100 funds tracked by Wall St. Rank hold BKLC as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 5,967 BNY Mellon US Large Cap Core Equity ETF shares in Q1 2025, an estimated $223K.
  • OneDigital Investment Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2024 and held it in 3 quarters.
  • OneDigital Investment Advisors's BNY Mellon US Large Cap Core Equity ETF position peaked at $223K in Q4 2024.
  • 100 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.