CRUX WEALTH ADVISORS BKSE β€” BNY MELLON ETF TRUST

Ownership history in CRUX WEALTH ADVISORS  Β·  5 quarters on record

AI Ownership Summary

CRUX WEALTH ADVISORS reported BNY MELLON ETF TRUST (BKSE) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.26% in 2025 Q3. The latest visible filing shows BKSE at 0.24% 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 CRUX WEALTH ADVISORS'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 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q3

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

Time in book
Holding Window
2025 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.

BKSE stock page CRUX WEALTH ADVISORS fund profile CRUX WEALTH ADVISORS full holdings
How CRUX WEALTH ADVISORS 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 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 5,470 -329 -5.7% 0.24% $623K 2026-04-24 $123.82
2025 Q4 REDUCED β€” β€” β€” 5,799 -83 -1.4% 0.24% $652K 2026-01-21 $120.89
2025 Q3 ADDED β€” β€” β€” 5,882 +684 +13.2% 0.26% $648K 2025-11-13 $108.03
2025 Q2 ADDED β€” β€” β€” 5,198 +719 +16.1% 0.22% $519K 2025-07-29 $101.65
2025 Q1 INITIATED β€” β€” β€” 4,479 β€” β€” 0.22% $418K 2025-05-13 $96.00

🏒 Other funds also holding BKSE

As of 2026 Q1 β€” sorted by position size

Elm3 Financial Group, LLC 0.18% SENTINEL PENSION ADVISORS, LLC 3Y 0.09% Fifth Third Wealth Advisors LLC 3Y 0.01% PARK AVENUE SECURITIES LLC 3Y 7Y 0.01% NBC SECURITIES, INC. 0.0%

FAQ About CRUX WEALTH ADVISORS and BKSE

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

How long has CRUX WEALTH ADVISORS reported owning BKSE?

CRUX WEALTH ADVISORS reported BKSE across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BKSE position in CRUX WEALTH ADVISORS's portfolio?

The largest reported portfolio weight for BKSE was 0.26% in 2025 Q3.

What is the latest reported BKSE position on this page?

The most recent filing on this page is 2026 Q1, when CRUX WEALTH ADVISORS reported 5,470 shares, equal to 0.24% of portfolio, with an estimated market value of $623K.

What does the chart on this BKSE ownership page compare?

The chart compares CRUX WEALTH ADVISORS'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.

How well did CRUX WEALTH ADVISORS time their BKSE position?

Based on 13F filing dates vs. subsequent BKSE price moves, CRUX WEALTH ADVISORS correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on BKSE relative to SPY over the holding period was +5.5%.

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