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Waverly Advisors’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Waverly Advisors’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
Q1 		$230K Hold
5,440
– – ﹤0.01% 1437
2025
Q4 		$231K Hold
5,440
– – ﹤0.01% 1330
2025
Q3 		$232K Buy
+5,440
New +$229K ﹤0.01% 1147

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 $1.03B AUM 16.43% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

Waverly Advisors's BKAG Position: Q1 2026 in Review

Waverly Advisors held its BNY Mellon Core Bond ETF (BKAG) position steady in Q1 2026 at 5,440 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Waverly Advisors first reported a position in BKAG in Q3 2025 and has held it in 3 quarters since. The position peaked at $232K in Q3 2025. 89 funds tracked by Wall St. Rank hold BKAG as of Q1 2026.

  • Waverly Advisors held 5,440 shares of BNY Mellon Core Bond ETF worth $230K as of Q1 2026.
  • Waverly Advisors left its BNY Mellon Core Bond ETF share count unchanged in Q1 2026.
  • BNY Mellon Core Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1437 holding.
  • Waverly Advisors first reported a position in BNY Mellon Core Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Waverly Advisors's BNY Mellon Core Bond ETF position peaked at $232K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.