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Position history for IWIntegrated Wealth Concepts LLC's holdings in BNY MELLON ETF TRUST

Integrated Wealth Concepts LLC holds 15,757 shares of BKSE (BNY MELLON ETF TRUST), worth $2.1M as of 2026-Q2. The position was increased (+102.3% shares). BKSE represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$2.1M

Current Shares

15,757

Total Value Change

+$1.4M

Total Shares Change

+8,413

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
15,757
+102.3%
$2.1M0.0%$44.67
42
2026-Q1
Increased
7,788
+6.5%
$887,0960.0%$37.74
27
2025-Q4
Decreased
7,309
-1.4%
$822,1380.0%$37.27
0
2025-Q3
Increased
7,415
+1.2%
$816,9990.0%$36.23
25
2025-Q2
Increased
7,326
+4.8%
$731,9070.0%$32.76
26
2025-Q1
Increased
6,990
+1.2%
$652,0730.0%$30.50
25
2024-Q4
Decreased
6,909
-5.9%
$696,6270.0%$32.96
0
2024-Q3
Decreased
7,344
-0.4%
$745,0860.0%$32.90
0

Other major holders of BKSE: Bank of New York Mellon Corp

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