Wealth Forward LLC
BKLC icon

Wealth Forward LLC’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Wealth Forward LLC’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 		$3.81M Sell
78,033
-29,562
-27% -$1.44M 1.73% 18
2026
Q2 		$5.14M Buy
107,595
+2,589
+2% +$120K 2.56% 14
2026
Q1 		$4.37M Sell
105,006
-1,092
-1% -$47.4K 2.47% 14
2025
Q4 		$4.63M Sell
106,098
-108
-0.1% -$4.67K 2.61% 14
2025
Q3 		$4.54M Buy
106,206
+45,510
+75% +$1.87M 2.64% 14
2025
Q2 		$2.4M Sell
60,696
-48
-0.1% -$1.75K 1.61% 13
2025
Q1 		$2.15M Buy
60,744
+366
+0.6% +$13.7K 1.53% 13
2024
Q4 		$2.26M Buy
60,378
+10,422
+21% +$391K 1.59% 12
2024
Q3 		$1.82M Buy
49,956
+15,177
+44% +$532K 1.28% 13
2024
Q2 		$1.2M Sell
34,779
-957
-3% -$31.8K 0.94% 14
2024
Q1 		$1.19M Buy
35,736
+441
+1% +$13.9K 0.94% 15
2023
Q4 		$1.06M Buy
+35,295
New +$995K 0.9% 15

Other funds holding BKLC

RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
WealthBridge Capital Management
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
Carolina Wealth Advisors
Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return
David Kennon
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
The Wealth Group
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Wealth Forward LLC's BKLC Position: Q3 2026 in Review

Wealth Forward LLC reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 27% in Q3 2026, selling an estimated $1.44M and leaving 78,033 shares worth $3.81M. The position accounts for 1.73% of the portfolio, ranked #18.

Wealth Forward LLC first reported a position in BKLC in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.14M in Q2 2026. 37 funds tracked by Wall St. Rank hold BKLC as of Q3 2026.

  • Wealth Forward LLC held 78,033 shares of BNY Mellon US Large Cap Core Equity ETF worth $3.81M as of Q3 2026.
  • Wealth Forward LLC sold 29,562 BNY Mellon US Large Cap Core Equity ETF shares in Q3 2026, an estimated $1.44M.
  • BNY Mellon US Large Cap Core Equity ETF made up 1.73% of Wealth Forward LLC's portfolio in Q3 2026, its #18 holding.
  • Wealth Forward LLC first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • Wealth Forward LLC's BNY Mellon US Large Cap Core Equity ETF position peaked at $5.14M in Q2 2026.
  • 37 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.