SWM
BKLC icon

SeaCrest Wealth Management’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-1,815
Closed -$42K – 727
2022
Q2 		$42K Buy
+1,815
New +$45.9K 0.01% 1193

Other funds holding BKLC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
RIS
Retirement Income Solutions Ann Arbor, Michigan $581M AUM 19.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SeaCrest Wealth Management's BKLC Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q3 2022, closing a stake of 1,815 shares — an estimated $42K sold.

SeaCrest Wealth Management first reported a position in BKLC in Q2 2022 and held it in 1 quarter. The position peaked at $42K in Q2 2022. 27 funds tracked by Wall St. Rank hold BKLC as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,815 BNY Mellon US Large Cap Core Equity ETF shares in Q3 2022, an estimated $42K.
  • SeaCrest Wealth Management first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's BNY Mellon US Large Cap Core Equity ETF position peaked at $42K in Q2 2022.
  • 27 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.