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

SHP 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
2026 Q1	$499	Buy	+12	New	+$521	﹤0.01%	1615

Other funds holding BKLC

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SHP Wealth Management's BKLC Position: Q1 2026 in Review

SHP Wealth Management opened a new position in BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q1 2026: 12 shares worth $499. The stake represents ﹤0.01% of the portfolio and ranks #1615 among its holdings.

142 funds tracked by Wall St. Rank hold BKLC as of Q1 2026.

SHP Wealth Management held 12 shares of BNY Mellon US Large Cap Core Equity ETF worth $499 as of Q1 2026.
BNY Mellon US Large Cap Core Equity ETF was a new SHP Wealth Management position in Q1 2026.
BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1615 holding.
142 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.