Global Retirement Partners, LLC BKCI — BNY MELLON ETF TRUST

Ownership history in Global Retirement Partners, LLC  ·  7 quarters on record

AI Ownership Summary

Global Retirement Partners, LLC reported BNY MELLON ETF TRUST (BKCI) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows BKCI 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 BKCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Retirement Partners, LLC'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 Q2

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

BKCI stock page Global Retirement Partners, LLC fund profile Global Retirement Partners, LLC full holdings
How Global Retirement Partners, LLC held BKCI — position size vs. price
% of Fund (quarterly)    BKCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 73 -54 -42.5% 0.00% $4K 2026-08-06 $54.60
2025 Q4 UNCHANGED — — — 127 — 0% 0.00% $7K 2026-02-06 $52.19
2025 Q3 UNCHANGED — — — 127 — 0% 0.00% $7K 2025-10-21 $52.07
2025 Q2 ADDED — — — 127 +100 +370.4% 0.00% $7K 2025-08-12 $49.68
2024 Q4 ADDED — — — 27 +12 +80.0% 0.00% $1K 2025-01-31 $48.95
2024 Q3 UNCHANGED — — — 15 — 0% 0.00% $805 2024-10-16 $50.77
2024 Q2 INITIATED — — — 15 — — 0.00% $761 2024-07-23 $50.54

🏢 Other funds also holding BKCI

As of 2026 Q2 — sorted by position size

Harbor Group, Inc. 3Y 6.42% CRUX WEALTH ADVISORS 1.37% Pathway Financial Advisors LLC 3Y 7Y 0.57% Weil Company, Inc. 3Y 7Y 0.3% WORLD EQUITY GROUP, INC. 0.05% Maia Wealth LLC 0.04% Oakmont Advisory Group, LLC 0.02% Bank of New York Mellon Corp 3Y 7Y 0.01% LPL Financial LLC 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About Global Retirement Partners, LLC and BKCI

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

How long has Global Retirement Partners, LLC reported owning BKCI?

Global Retirement Partners, LLC reported BKCI across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported BKCI position in Global Retirement Partners, LLC's portfolio?

The largest reported portfolio weight for BKCI was 0.00% in 2025 Q2.

What is the latest reported BKCI position on this page?

The most recent filing on this page is 2026 Q2, when Global Retirement Partners, LLC reported 73 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this BKCI ownership page compare?

The chart compares Global Retirement Partners, LLC's quarterly BKCI 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 Global Retirement Partners, LLC time their BKCI position?

Based on 13F filing dates vs. subsequent BKCI price moves, Global Retirement Partners, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on BKCI relative to SPY over the holding period was -12.6%.

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