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ShoreHaven Wealth Partners’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

ShoreHaven Wealth Partners’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
Q1 		– Sell
-8,622
Closed -$376K – 104
2025
Q4 		$376K Sell
8,622
-33
-0.4% -$1.43K 0.14% 80
2025
Q3 		$370K Sell
8,655
-3,405
-28% -$140K 0.14% 76
2025
Q2 		$476K Sell
12,060
-444
-4% -$16.2K 0.2% 65
2025
Q1 		$443K Buy
+12,504
New +$469K 0.21% 59

Other funds holding BKLC

RA
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
MMFA
Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ShoreHaven Wealth Partners's BKLC Position: Q1 2026 in Review

ShoreHaven Wealth Partners sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q1 2026, closing a stake of 8,622 shares — an estimated $376K sold.

ShoreHaven Wealth Partners first reported a position in BKLC in Q1 2025 and held it in 4 quarters. The position peaked at $476K in Q2 2025. 143 funds tracked by Wall St. Rank hold BKLC as of Q1 2026.

  • ShoreHaven Wealth Partners reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q1 2026 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 8,622 BNY Mellon US Large Cap Core Equity ETF shares in Q1 2026, an estimated $376K.
  • ShoreHaven Wealth Partners first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2025 and held it in 4 quarters.
  • ShoreHaven Wealth Partners's BNY Mellon US Large Cap Core Equity ETF position peaked at $476K in Q2 2025.
  • 143 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.