Toth Financial Advisory’s BNY Mellon US Small Cap Core Equity ETF BKSE Stock Holding History

Toth Financial Advisory’s Portfolio BKSE Stock Details BKSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-36	Closed	-$1.35K	–	941
2025 Q4	$1.35K	Buy	+36	New	+$1.34K	﹤0.01%	761

Other funds holding BKSE

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

IWC

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

Toth Financial Advisory's BKSE Position: Q1 2026 in Review

Toth Financial Advisory sold out of BNY Mellon US Small Cap Core Equity ETF (BKSE) in Q1 2026, closing a stake of 36 shares — an estimated $1.35K sold.

Toth Financial Advisory first reported a position in BKSE in Q4 2025 and held it in 1 quarter. The position peaked at $1.35K in Q4 2025. 29 funds tracked by Wall St. Rank hold BKSE as of Q1 2026.

Toth Financial Advisory reported no remaining BNY Mellon US Small Cap Core Equity ETF position as of Q1 2026 after selling out during the quarter.
Toth Financial Advisory sold 36 BNY Mellon US Small Cap Core Equity ETF shares in Q1 2026, an estimated $1.35K.
Toth Financial Advisory first reported a position in BNY Mellon US Small Cap Core Equity ETF in Q4 2025 and held it in 1 quarter.
Toth Financial Advisory's BNY Mellon US Small Cap Core Equity ETF position peaked at $1.35K in Q4 2025.
29 funds tracked by Wall St. Rank held BNY Mellon US Small Cap Core Equity ETF as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.