WealthCare Investment Partners’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

WealthCare Investment Partners’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 Q1	$362K	Hold	8,616	–	–	0.1%	141
2025 Q4	$376K	Buy	8,616 +48	+0.6%	+$2.08K	0.11%	135
2025 Q3	$367K	Buy	8,568 +24	+0.3%	+$984	0.12%	129
2025 Q2	$342K	Hold	8,544	–	–	0.12%	121
2025 Q1	$279K	Buy	8,544 +27	+0.3%	+$1.01K	0.12%	120
2024 Q4	$318K	Buy	8,517 +27	+0.3%	+$1.01K	0.14%	110
2024 Q3	$306K	Buy	8,490 +54	+0.6%	+$1.89K	0.13%	109
2024 Q2	$292K	Buy	8,436 +2,079	+33%	+$69K	0.14%	108
2024 Q1	$211K	Sell	6,357 -2,634	-29%	-$83.2K	0.1%	126
2023 Q4	$270K	Buy	+8,991	New	+$253K	0.15%	106

Other funds holding BKLC

RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return

IWC

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

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

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

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthCare Investment Partners's BKLC Position: Q1 2026 in Review

WealthCare Investment Partners held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q1 2026 at 8,616 shares worth $362K. The position accounts for 0.1% of the portfolio, ranked #141.

WealthCare Investment Partners first reported a position in BKLC in Q4 2023 and has held it in 10 quarters since. The position peaked at $376K in Q4 2025. 141 funds tracked by Wall St. Rank hold BKLC as of Q1 2026.

WealthCare Investment Partners held 8,616 shares of BNY Mellon US Large Cap Core Equity ETF worth $362K as of Q1 2026.
WealthCare Investment Partners left its BNY Mellon US Large Cap Core Equity ETF share count unchanged in Q1 2026.
BNY Mellon US Large Cap Core Equity ETF made up 0.1% of WealthCare Investment Partners's portfolio in Q1 2026, its #141 holding.
WealthCare Investment Partners first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2023 and has held it in 10 quarters since.
WealthCare Investment Partners's BNY Mellon US Large Cap Core Equity ETF position peaked at $376K in Q4 2025.
141 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.