Strategic Financial Planning’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Strategic Financial Planning’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	$360K	Buy	+8,579	New	+$360K	0.19%	35

Other funds holding BKAG

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

Bank of New York Mellon

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

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

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

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

Strategic Financial Planning's BKAG Position: Q2 2026 in Review

Strategic Financial Planning opened a new position in BNY Mellon Core Bond ETF (BKAG) in Q2 2026: 8,579 shares worth $360K. The stake represents 0.19% of the portfolio and ranks #35 among its holdings.

95 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

Strategic Financial Planning held 8,579 shares of BNY Mellon Core Bond ETF worth $360K as of Q2 2026.
BNY Mellon Core Bond ETF was a new Strategic Financial Planning position in Q2 2026.
BNY Mellon Core Bond ETF made up 0.19% of Strategic Financial Planning's portfolio in Q2 2026, its #35 holding.
95 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.