RPOA Advisors
Latest statistics and disclosures from RPOA Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BKLC, BKAG, BKMC, BKIE, BKHY, and represent 95.05% of RPOA Advisors's stock portfolio.
- Added to shares of these 7 stocks: BKHY (+$14M), BKAG (+$9.7M), BKUI, BKMC, BKIE, BKSE, BKEM.
- Reduced shares in these 1 stock: BKLC (-$23M).
- RPOA Advisors was a net buyer of stock by $8.5M.
- RPOA Advisors has $3.5B in assets under management (AUM), dropping by 5.28%.
- Central Index Key (CIK): 0001963326
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Portfolio Holdings for RPOA Advisors
RPOA Advisors holds 8 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 38.8 | $1.4B | 14M | 99.80 |
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| Bny Mellon Etf Trust Core Bond Etf (BKAG) | 30.7 | $1.1B | 26M | 41.87 |
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| Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) | 10.9 | $384M | 3.9M | 99.08 |
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| Bny Mellon Etf Trust Internationl Eqt (BKIE) | 8.5 | $299M | 4.0M | 75.61 |
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| Bny Mellon Etf Trust High Yield Beta (BKHY) | 6.1 | $216M | +7% | 4.5M | 47.66 |
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| Bny Mellon Etf Trust Emrg Mkt Equit (BKEM) | 2.0 | $71M | 1.2M | 57.62 |
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| Bny Mellon Etf Trust Us Smlcp Core (BKSE) | 1.7 | $61M | 636k | 96.06 |
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| Bny Mellon Etf Trust Ultra Short Incm (BKUI) | 1.2 | $42M | +9% | 853k | 49.62 |
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Past Filings by RPOA Advisors
SEC 13F filings are viewable for RPOA Advisors going back to 2023
- RPOA Advisors 2024 Q1 filed April 18, 2024
- RPOA Advisors 2023 Q4 filed April 9, 2024