BKIE — 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 (BKIE). 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
3.66% (2025 Q4)
Avg. % of fund
3.62%
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 69,900 +1,137 +1.7% 3.66% $6.5M $92.56
2025 Q3 INITIATED 68,763 — — 3.58% $6.2M $88.04
% of Fund (quarterly)    BKIE price (monthly, adj. close)

Other funds also holding BKIE

As of 2025 Q4 — sorted by position size

RPOA Advisors, Inc. 9.99% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 2.4% Treasure Coast Financial Planning 3Y 1.38% MGO ONE SEVEN LLC 3Y 7Y 0.86% Alta Wealth Advisors LLC 3Y 0.64% Integrated Wealth Concepts LLC 3Y 7Y 0.43% Advisory Resource Group 3Y 7Y 0.17% Zhang Financial LLC 3Y 0.13% Glen Eagle Advisors, LLC 0.1% Symphony Financial, Ltd. Co. 3Y 0.08%
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