World Equity Group’s BNY Mellon Innovators ETF BKIV Stock Holding History

World Equity Group’s Portfolio BKIV Stock Details BKIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7,031	Closed	-$265K	–	349
2025 Q2	$265K	Sell	7,031 -1,109	-14%	-$37.1K	0.07%	268
2025 Q1	$252K	Sell	8,140 -666	-8%	-$23.7K	0.07%	256
2024 Q4	$313K	Buy	8,806 +1,968	+29%	+$69.7K	0.07%	258
2024 Q3	$227K	Buy	+6,838	New	+$222K	0.08%	229

World Equity Group's BKIV Position: Q3 2025 in Review

World Equity Group sold out of BNY Mellon Innovators ETF (BKIV) in Q3 2025, closing a stake of 7,031 shares — an estimated $265K sold.

World Equity Group first reported a position in BKIV in Q3 2024 and held it in 4 quarters. The position peaked at $313K in Q4 2024. 0 funds tracked by Wall St. Rank hold BKIV as of Q3 2025.

World Equity Group reported no remaining BNY Mellon Innovators ETF position as of Q3 2025 after selling out during the quarter.
World Equity Group sold 7,031 BNY Mellon Innovators ETF shares in Q3 2025, an estimated $265K.
World Equity Group first reported a position in BNY Mellon Innovators ETF in Q3 2024 and held it in 4 quarters.
World Equity Group's BNY Mellon Innovators ETF position peaked at $313K in Q4 2024.
0 funds tracked by Wall St. Rank held BNY Mellon Innovators ETF as of Q3 2025.

Based on World Equity Group's 13F filing for Q3 2025, filed 24 Oct 2025.