Cetera Investment Advisers BKEM BNY MELLON ETF TRUST

Ownership history in Cetera Investment Advisers  ·  6 quarters on record

AI Ownership Summary

Cetera Investment Advisers reported BNY MELLON ETF TRUST (BKEM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows BKEM at 0.00% 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 BKEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cetera Investment Advisers'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

BKEM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2024 Q4 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 Cetera Investment Advisers held BKEM — position size vs. price
% of Fund (quarterly)    BKEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 25,706 +5,565 +27.6% 0.00% $2.0M 2026-05-13 $94.02
2025 Q4 REDUCED 14.4% +5.8% 20,141 -3,397 -14.4% 0.00% $1.5M 2026-02-17 $84.43
2025 Q3 ADDED 23,538 +5,818 +32.8% 0.00% $1.7M 2025-11-14 $74.24
2025 Q2 ADDED 17,720 +1,644 +10.2% 0.00% $1.2M 2025-08-08 $67.57
2025 Q1 ADDED 16,076 +2,401 +17.6% 0.00% $977K 2025-05-06 $60.95
2024 Q4 INITIATED 13,675 0.00% $804K 2025-02-14 $60.36

FAQ About Cetera Investment Advisers and BKEM

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

How long has Cetera Investment Advisers reported owning BKEM?

Cetera Investment Advisers reported BKEM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BKEM position in Cetera Investment Advisers's portfolio?

The largest reported portfolio weight for BKEM was 0.00% in 2026 Q1.

What is the latest reported BKEM position on this page?

The most recent filing on this page is 2026 Q1, when Cetera Investment Advisers reported 25,706 shares, equal to 0.00% of portfolio, with an estimated market value of $2.0M.

What does the chart on this BKEM ownership page compare?

The chart compares Cetera Investment Advisers's quarterly BKEM 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.

How well did Cetera Investment Advisers time their BKEM position?

Based on 13F filing dates vs. subsequent BKEM price moves, Cetera Investment Advisers correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on BKEM relative to SPY over the holding period was +20.6%.

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