EverSource Wealth Advisors »

Bny Mellon Etf Trust shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Bny Mellon Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bny Mellon Etf Trust by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $37k 287 128.38
2025-06-30 $23k 195 118.43
2025-03-31 $21k 195 106.32

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

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