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 Q2	$413K	Buy	8,646 +30	+0.3%	+$1.39K	0.1%	137
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 13.71% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SPA

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

WealthCare Investment Partners's BKLC Position: Q2 2026 in Review

WealthCare Investment Partners increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 0.35% in Q2 2026, buying an estimated $1.39K and bringing the position to 8,646 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #137.

WealthCare Investment Partners first reported a position in BKLC in Q4 2023 and has held it in 11 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

WealthCare Investment Partners held 8,646 shares of BNY Mellon US Large Cap Core Equity ETF worth $413K as of Q2 2026.
WealthCare Investment Partners bought 30 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $1.39K.
BNY Mellon US Large Cap Core Equity ETF made up 0.1% of WealthCare Investment Partners's portfolio in Q2 2026, its #137 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 11 quarters since.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.