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

Peterson 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 Q3	$430K	Buy	8,800 +16	+0.2%	+$777	0.05%	76
2026 Q2	$420K	Buy	+8,784	New	+$407K	0.05%	78

Other funds holding BKLC

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peterson Wealth Advisors's BKLC Position: Q3 2026 in Review

Peterson Wealth Advisors increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 0.18% in Q3 2026, buying an estimated $777 and bringing the position to 8,800 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #76.

Peterson Wealth Advisors first reported a position in BKLC in Q2 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold BKLC as of Q3 2026.

Peterson Wealth Advisors held 8,800 shares of BNY Mellon US Large Cap Core Equity ETF worth $430K as of Q3 2026.
Peterson Wealth Advisors bought 16 BNY Mellon US Large Cap Core Equity ETF shares in Q3 2026, an estimated $777.
BNY Mellon US Large Cap Core Equity ETF made up 0.05% of Peterson Wealth Advisors's portfolio in Q3 2026, its #76 holding.
Peterson Wealth Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.