Question 1

How many shares of BNY MELLON ETF TRUST does Integrated Wealth Concepts LLC own?

Accepted Answer

As of 2026-Q2, Integrated Wealth Concepts LLC holds 1.6M shares of BNY MELLON ETF TRUST (BNY MELLON ETF TRUST).

Question 2

What is Integrated Wealth Concepts LLC's BNY MELLON ETF TRUST position worth?

Accepted Answer

As of 2026-Q2, Integrated Wealth Concepts LLC's BNY MELLON ETF TRUST position is worth $66.9M.

Question 3

Is Integrated Wealth Concepts LLC buying or selling BNY MELLON ETF TRUST?

Accepted Answer

In 2026-Q2, Integrated Wealth Concepts LLC increased their BNY MELLON ETF TRUST position (+84.9% change in shares).

Question 4

When did Integrated Wealth Concepts LLC first buy BNY MELLON ETF TRUST?

Accepted Answer

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in BNY MELLON ETF TRUST in 2024-Q3. They have held the position across 21 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.6M	+84.9%	$66.9M	0.3%	—	55
2026-Q1	Increased	862,791	+20.5%	$36.4M	0.3%	—	41
2025-Q4	Decreased	716,209	-5.5%	$30.4M	0.4%	—	0
2025-Q3	Increased	758,263	+11.1%	$32.3M	0.3%	—	38
2025-Q2	Decreased	682,601	-47.1%	$28.8M	0.3%	—	0
2025-Q1	Increased	1.3M	+1.4%	$54.4M	0.6%	—	42
2024-Q4	Increased	1.3M	+8.6%	$52.5M	0.6%	—	45
2024-Q3	Increased	1.2M	+1.8%	$50.6M	0.6%	—	42

BNBNY MELLON ETF TRUST