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Bny Mellon Etf Trust shares owned by Balance Wealth

Quarter-by-quarter ownership of Bny Mellon Etf Trust (BKLC) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in Bny Mellon Etf Trust

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All positions including Bny Mellon Etf Trust held by Balance Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bny Mellon Etf Trust by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $271k 2.1k 128.37

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

Top funds holding Bny Mellon Etf Trust

RPOA Advisors
Integrated Wealth Concepts
Bank of New York Mellon
Main Management Fund Advisors
Sentinel Pension Advisors
Stadion Money Management
Toroso Investments
Ameriprise Financial
GM Advisory
Zhang Financial
Northwestern Mutual Wealth Management Company
JDM Financial Group
Woodard & Co Asset Management Group
Aptus Capital Advisors
LPL Financial

View all funds holding Bny Mellon Etf Trust