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

Stratos 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 Q2	$2.24M	Buy	46,962 +1,650	+4%	+$76.4K	0.02%	563
2026 Q1	$1.89M	Buy	45,312 +651	+1%	+$28.2K	0.02%	579
2025 Q4	$1.95M	Buy	44,661 +900	+2%	+$38.9K	0.02%	559
2025 Q3	$1.87M	Sell	43,761 -477	-1%	-$19.6K	0.02%	550
2025 Q2	$1.75M	Sell	44,238 -38,892	-47%	-$1.42M	0.02%	535
2025 Q1	$2.95M	Buy	83,130 +7,404	+10%	+$278K	0.04%	354
2024 Q4	$2.83M	Buy	+75,726	New	+$2.84M	0.04%	387

Other funds holding BKLC

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

SMM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Stratos Wealth Partners's BKLC Position: Q2 2026 in Review

Stratos Wealth Partners increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 3.6% in Q2 2026, buying an estimated $76.4K and bringing the position to 46,962 shares worth $2.24M. The position accounts for 0.02% of the portfolio, ranked #563.

Stratos Wealth Partners first reported a position in BKLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.95M in Q1 2025. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Stratos Wealth Partners held 46,962 shares of BNY Mellon US Large Cap Core Equity ETF worth $2.24M as of Q2 2026.
Stratos Wealth Partners bought 1,650 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $76.4K.
BNY Mellon US Large Cap Core Equity ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q2 2026, its #563 holding.
Stratos Wealth Partners first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
Stratos Wealth Partners's BNY Mellon US Large Cap Core Equity ETF position peaked at $2.95M in Q1 2025.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.