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Wealthspire Advisors (New York)’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Wealthspire Advisors (New York)’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
Q2 		$28.4M Buy
+676,711
New +$28.4M 0.16% 98
2025
Q4 		– Sell
-2,817
Closed -$120K – 1254
2025
Q3 		$120K Buy
+2,817
New +$119K ﹤0.01% 961

Other funds holding BKAG

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $855M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Wealthspire Advisors (New York)'s BKAG Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in BNY Mellon Core Bond ETF (BKAG) in Q2 2026: 676,711 shares worth $28.4M. The stake represents 0.16% of the portfolio and ranks #98 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in BKAG as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in BKAG in Q3 2025 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold BKAG as of Q2 2026.

  • Wealthspire Advisors (New York) held 676,711 shares of BNY Mellon Core Bond ETF worth $28.4M as of Q2 2026.
  • BNY Mellon Core Bond ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
  • BNY Mellon Core Bond ETF made up 0.16% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #98 holding.
  • Wealthspire Advisors (New York) first reported a position in BNY Mellon Core Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.