Serenus Wealth Advisors’s BNY Mellon Women's Opportunities ETF BKWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-10,766
Closed -$393K 68
2025
Q2
$393K Hold
10,766
0.07% 44
2025
Q1
$348K Buy
+10,766
New +$372K 0.06% 43

Serenus Wealth Advisors's BKWO Position: Q3 2025 in Review

Serenus Wealth Advisors sold out of BNY Mellon Women's Opportunities ETF (BKWO) in Q3 2025, closing a stake of 10,766 shares — an estimated $393K sold.

Serenus Wealth Advisors first reported a position in BKWO in Q1 2025 and held it in 2 quarters. The position peaked at $393K in Q2 2025. 0 funds tracked by Wall St. Rank hold BKWO as of Q3 2025.

  • Serenus Wealth Advisors reported no remaining BNY Mellon Women's Opportunities ETF position as of Q3 2025 after selling out during the quarter.
  • Serenus Wealth Advisors sold 10,766 BNY Mellon Women's Opportunities ETF shares in Q3 2025, an estimated $393K.
  • Serenus Wealth Advisors first reported a position in BNY Mellon Women's Opportunities ETF in Q1 2025 and held it in 2 quarters.
  • Serenus Wealth Advisors's BNY Mellon Women's Opportunities ETF position peaked at $393K in Q2 2025.
  • 0 funds tracked by Wall St. Rank held BNY Mellon Women's Opportunities ETF as of Q3 2025.

Based on Serenus Wealth Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.