UAG
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United Advisor Group’s BNY Mellon Core Bond ETF BKAG Stock Holding History

United Advisor Group’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
2025
Q3 		– Sell
-33,458
Closed -$1.41M – 451
2025
Q2 		$1.41M Buy
33,458
+921
+3% +$38.4K 0.24% 104
2025
Q1 		$1.37M Buy
32,537
+2,351
+8% +$97.8K 0.28% 89
2024
Q4 		$1.24M Buy
30,186
+18,112
+150% +$760K 0.25% 100
2024
Q3 		$521K Sell
12,074
-3,599
-23% -$153K 0.12% 185
2024
Q2 		$649K Buy
15,673
+8,433
+116% +$348K 0.2% 108
2024
Q1 		$303K Buy
+7,240
New +$303K 0.11% 159

Other funds holding BKAG

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

United Advisor Group's BKAG Position: Q3 2025 in Review

United Advisor Group sold out of BNY Mellon Core Bond ETF (BKAG) in Q3 2025, closing a stake of 33,458 shares — an estimated $1.41M sold.

United Advisor Group first reported a position in BKAG in Q1 2024 and held it in 6 quarters. The position peaked at $1.41M in Q2 2025. 76 funds tracked by Wall St. Rank hold BKAG as of Q3 2025.

  • United Advisor Group reported no remaining BNY Mellon Core Bond ETF position as of Q3 2025 after selling out during the quarter.
  • United Advisor Group sold 33,458 BNY Mellon Core Bond ETF shares in Q3 2025, an estimated $1.41M.
  • United Advisor Group first reported a position in BNY Mellon Core Bond ETF in Q1 2024 and held it in 6 quarters.
  • United Advisor Group's BNY Mellon Core Bond ETF position peaked at $1.41M in Q2 2025.
  • 76 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q3 2025.

Based on United Advisor Group's 13F filing for Q3 2025, filed 12 Nov 2025.