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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
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 $2.29B AUM 11.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Savvy Advisors Inc's BKAG Position: Q1 2026 in Review

Savvy Advisors Inc reduced its BNY Mellon Core Bond ETF (BKAG) stake by 35% in Q1 2026, selling an estimated $496K and leaving 21,807 shares worth $920K. The position accounts for 0.02% of the portfolio, ranked #457.

Savvy Advisors Inc first reported a position in BKAG in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.42M in Q4 2025. 89 funds tracked by Wall St. Rank hold BKAG as of Q1 2026.

  • Savvy Advisors Inc held 21,807 shares of BNY Mellon Core Bond ETF worth $920K as of Q1 2026.
  • Savvy Advisors Inc sold 11,685 BNY Mellon Core Bond ETF shares in Q1 2026, an estimated $496K.
  • BNY Mellon Core Bond ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #457 holding.
  • Savvy Advisors Inc first reported a position in BNY Mellon Core Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's BNY Mellon Core Bond ETF position peaked at $1.42M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.