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 Q2	$420K	Buy	+8,784	New	+$407K	0.05%	78

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

Peterson Wealth Advisors's BKLC Position: Q2 2026 in Review

Peterson Wealth Advisors opened a new position in BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2026: 8,784 shares worth $420K. The stake represents 0.05% of the portfolio and ranks #78 among its holdings.

154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Peterson Wealth Advisors held 8,784 shares of BNY Mellon US Large Cap Core Equity ETF worth $420K as of Q2 2026.
BNY Mellon US Large Cap Core Equity ETF was a new Peterson Wealth Advisors position in Q2 2026.
BNY Mellon US Large Cap Core Equity ETF made up 0.05% of Peterson Wealth Advisors's portfolio in Q2 2026, its #78 holding.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.