Steward Partners Investment Advisory’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Steward Partners Investment Advisory’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 Q2	$6.38K	Hold	152	–	–	﹤0.01%	3881
2026 Q1	$6.41K	Hold	152	–	–	﹤0.01%	3724
2025 Q4	$6.44K	Buy	+152	New	+$6.48K	﹤0.01%	3610
2023 Q2	–	Sell	-417	Closed	-$17.8K	–	3323
2023 Q1	$17.8K	Buy	417 +232	+125%	+$9.83K	﹤0.01%	2294
2022 Q4	$7.7K	Buy	+185	New	+$7.68K	﹤0.01%	2618

Other funds holding BKAG

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

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

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Steward Partners Investment Advisory's BKAG Position: Q2 2026 in Review

Steward Partners Investment Advisory held its BNY Mellon Core Bond ETF (BKAG) position steady in Q2 2026 at 152 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3881.

Steward Partners Investment Advisory first reported a position in BKAG in Q4 2022 and has held it in 5 quarters since. The position peaked at $17.8K in Q1 2023. 91 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

Steward Partners Investment Advisory held 152 shares of BNY Mellon Core Bond ETF worth $6.38K as of Q2 2026.
Steward Partners Investment Advisory left its BNY Mellon Core Bond ETF share count unchanged in Q2 2026.
BNY Mellon Core Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3881 holding.
Steward Partners Investment Advisory first reported a position in BNY Mellon Core Bond ETF in Q4 2022 and has held it in 5 quarters since.
Steward Partners Investment Advisory's BNY Mellon Core Bond ETF position peaked at $17.8K in Q1 2023.
91 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.