GUARDIAN WEALTH ADVISORS, LLC / NC
Position in BKAG — BNY Mellon Core Bond ETF
CIK 1901403
RALEIGH, NC
Position in BKAG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,311,914
+$578,607 QoQ
Shares Held
102,787
+16.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#15
of 48 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BKAG Over Time
Shares Held
Position Value (USD)
All Filings in BKAG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,311,914 | 102,787 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,733,307 | 88,467 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,541,226 | 83,553 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,503,338 | 82,238 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||