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Savvy Advisors Inc’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Savvy Advisors Inc’s Portfolio BKAG Stock Details BKAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$698K Sell
16,647
-5,160
-24% -$217K 0.01% 654
2026
Q1 		$920K Sell
21,807
-11,685
-35% -$496K 0.02% 457
2025
Q4 		$1.42M Buy
+33,492
New +$1.43M 0.05% 296

Other funds holding BKAG

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $855M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Savvy Advisors Inc's BKAG Position: Q2 2026 in Review

Savvy Advisors Inc reduced its BNY Mellon Core Bond ETF (BKAG) stake by 24% in Q2 2026, selling an estimated $217K and leaving 16,647 shares worth $698K. The position accounts for 0.01% of the portfolio, ranked #654.

Savvy Advisors Inc first reported a position in BKAG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.42M in Q4 2025. 96 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

  • Savvy Advisors Inc held 16,647 shares of BNY Mellon Core Bond ETF worth $698K as of Q2 2026.
  • Savvy Advisors Inc sold 5,160 BNY Mellon Core Bond ETF shares in Q2 2026, an estimated $217K.
  • BNY Mellon Core Bond ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #654 holding.
  • Savvy Advisors Inc first reported a position in BNY Mellon Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's BNY Mellon Core Bond ETF position peaked at $1.42M in Q4 2025.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.