Wealth Enhancement Advisory Services
BKLC icon

Wealth Enhancement Advisory Services’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.6M Buy
33,201
+28,209
+565% +$1.31M ﹤0.01% 1733
2026
Q1 		$209K Sell
4,992
-2,835
-36% -$123K ﹤0.01% 3101
2025
Q4 		$346K Sell
7,827
-81
-1% -$3.5K ﹤0.01% 2797
2025
Q3 		$339K Buy
7,908
+777
+11% +$31.9K ﹤0.01% 2676
2025
Q2 		$285K Sell
7,131
-225,981
-97% -$8.24M ﹤0.01% 2683
2025
Q1 		$8.26M Buy
233,112
+46,893
+25% +$1.76M 0.02% 647
2024
Q4 		$6.96M Buy
186,219
+44,100
+31% +$1.65M 0.01% 683
2024
Q3 		$5.19M Buy
142,119
+2,667
+2% +$93.5K 0.01% 708
2024
Q2 		$4.82M Buy
139,452
+132,945
+2,043% +$4.41M 0.01% 702
2024
Q1 		$216K Buy
+6,507
New +$205K ﹤0.01% 2137

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's BKLC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 565% in Q2 2026, buying an estimated $1.31M and bringing the position to 33,201 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Wealth Enhancement Advisory Services first reported a position in BKLC in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.26M in Q1 2025. 55 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 33,201 shares of BNY Mellon US Large Cap Core Equity ETF worth $1.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 28,209 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $1.31M.
  • BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1733 holding.
  • Wealth Enhancement Advisory Services first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's BNY Mellon US Large Cap Core Equity ETF position peaked at $8.26M in Q1 2025.
  • 55 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.