BKAG — BNY MELLON ETF TRUST

Ownership history in Wealth Forward, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Wealth Forward, LLC reported a position in BNY MELLON ETF TRUST (BKAG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.95% (2025 Q3)
Avg. % of fund
4.92%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 204,086 +4,137 +2.1% 4.89% $8.6M $42.11
2025 Q3 INITIATED 199,949 — — 4.95% $8.5M $41.73
% of Fund (quarterly)    BKAG price (monthly, adj. close)

Other funds also holding BKAG

As of 2025 Q4 — sorted by position size

RPOA Advisors, Inc. 27.89% TOTAL INVESTMENT MANAGEMENT INC 3Y 7Y 9.27% Carolina Wealth Advisors, LLC 3Y 5.79% Tanager Wealth Management LLP 3Y 5.32% Glen Eagle Advisors, LLC 3.81% Stadion Money Management, LLC 3Y 7Y 2.71% MARIPAU WEALTH MANAGEMENT LLC 3Y 2.65% Signal Advisors Wealth, LLC 2.53% Wilian Securities, LLC 2.14% SevenBridge Financial Group, LLC 3Y 7Y 1.04%
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