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 Q3	$993K	Sell	20,332 -26,630	-57%	-$1.29M	0.01%	857
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 $3.35B AUM 8.19% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sentinel Pension Advisors Wakefield, Massachusetts $801M AUM 10.58% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return

Woodard & Company Asset Management Group Bermuda Run, North Carolina $672M AUM 22.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stratos Wealth Partners's BKLC Position: Q3 2026 in Review

Stratos Wealth Partners reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 57% in Q3 2026, selling an estimated $1.29M and leaving 20,332 shares worth $993K. The position accounts for 0.01% of the portfolio, ranked #857.

Stratos Wealth Partners first reported a position in BKLC in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.95M in Q1 2025. 136 funds tracked by Wall St. Rank hold BKLC as of Q3 2026.

Stratos Wealth Partners held 20,332 shares of BNY Mellon US Large Cap Core Equity ETF worth $993K as of Q3 2026.
Stratos Wealth Partners sold 26,630 BNY Mellon US Large Cap Core Equity ETF shares in Q3 2026, an estimated $1.29M.
BNY Mellon US Large Cap Core Equity ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q3 2026, its #857 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 8 quarters since.
Stratos Wealth Partners's BNY Mellon US Large Cap Core Equity ETF position peaked at $2.95M in Q1 2025.
136 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q3 2026.

Based on Stratos Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.