RPOA Advisors, Inc. BKAG — BNY MELLON ETF TRUST

Ownership history in RPOA Advisors, Inc.  ·  9 quarters on record

AI Ownership Summary

RPOA Advisors, Inc. reported BNY MELLON ETF TRUST (BKAG) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 38.07% in 2026 Q1. The latest visible filing shows BKAG at 38.07% 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 BKAG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RPOA Advisors, 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

BKAG was reported at 38.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
38.07% 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 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.

BKAG stock page RPOA Advisors, Inc. fund profile RPOA Advisors, Inc. full holdings
How RPOA Advisors, Inc. held BKAG — position size vs. price
% of Fund (quarterly)    BKAG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 20,618,899 -5,324,576 -20.5% 38.07% $870.1M 2026-04-17 $42.21
2025 Q4 REDUCED — — — 25,943,475 -172 -0.0% 27.89% $1.10B 2026-02-09 $42.08
2025 Q3 ADDED — — — 25,943,647 +239,571 +0.9% 28.12% $1.11B 2025-10-07 $41.49
2025 Q2 REDUCED 5.6% +2.1% ❌ 25,704,076 -1,533,275 -5.6% 28.91% $1.08B 2025-07-29 $40.57
2025 Q1 REDUCED — — — 27,237,351 -483,819 -1.7% 31.21% $1.15B 2025-04-11 $39.47
2024 Q4 REDUCED — — — 27,721,170 -174,677 -0.6% 30.89% $1.14B 2025-01-15 $38.93
2024 Q3 ADDED — — — 27,895,847 +1,083,401 +4.0% 31.98% $1.20B 2024-10-07 $39.70
2024 Q2 ADDED — — — 26,812,446 +971,067 +3.8% 31.50% $1.11B 2024-07-12 $38.88
2024 Q1 INITIATED — — — 25,841,379 — — 30.75% $1.08B 2024-04-18 $37.32

🏢 Other funds also holding BKAG

As of 2026 Q1 — sorted by position size

Lord & Richards Wealth Management, LLC 8.87% TOTAL INVESTMENT MANAGEMENT INC 3Y 7Y 8.45% Talon Private Wealth, LLC 6.73% Tailwinds Wealth, LLC 6.58% Carolina Wealth Advisors, LLC 3Y 5.29% CRUX WEALTH ADVISORS 5.23% Wealth Forward, LLC 4.95% Tanager Wealth Management LLP 3Y 4.92% Glen Eagle Advisors, LLC 4.23% Stadion Money Management, LLC 3Y 7Y 3.33%

FAQ About RPOA Advisors, Inc. and BKAG

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

How long has RPOA Advisors, Inc. reported owning BKAG?

RPOA Advisors, Inc. reported BKAG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BKAG position in RPOA Advisors, Inc.'s portfolio?

The largest reported portfolio weight for BKAG was 38.07% in 2026 Q1.

What is the latest reported BKAG position on this page?

The most recent filing on this page is 2026 Q1, when RPOA Advisors, Inc. reported 20,618,899 shares, equal to 38.07% of portfolio, with an estimated market value of $870.1M.

What does the chart on this BKAG ownership page compare?

The chart compares RPOA Advisors, Inc.'s quarterly BKAG 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 RPOA Advisors, Inc. time their BKAG position?

Based on 13F filing dates vs. subsequent BKAG price moves, RPOA Advisors, Inc. correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on BKAG relative to SPY over the holding period was -11.9%.

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