Accredited Investors Inc. BKSE β€” BNY MELLON ETF TRUST

Ownership history in Accredited Investors Inc.  Β·  1 quarter on record

AI Ownership Summary

Accredited Investors Inc. reported BNY MELLON ETF TRUST (BKSE) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows BKSE at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BKSE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Accredited Investors Inc.'s position in BNY MELLON ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BKSE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Accredited Investors Inc. held BKSE β€” position size vs. price
% of Fund (quarterly)    BKSE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 2,048 β€” β€” 0.01% $233K 2026-04-30 $123.99

🏒 Other funds also holding BKSE

As of 2026 Q2 β€” sorted by position size

Fifth Third Wealth Advisors LLC 3Y 0.01%

FAQ About Accredited Investors Inc. and BKSE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Accredited Investors Inc. reported owning BKSE?

Accredited Investors Inc. reported BKSE across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported BKSE position in Accredited Investors Inc.'s portfolio?

The largest reported portfolio weight for BKSE was 0.01% in 2026 Q1.

What is the latest reported BKSE position on this page?

The most recent filing on this page is 2026 Q1, when Accredited Investors Inc. reported 2,048 shares, equal to 0.01% of portfolio, with an estimated market value of $233K.

What does the chart on this BKSE ownership page compare?

The chart compares Accredited Investors Inc.'s quarterly BKSE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Accredited Investors Inc. Holdings