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Accredited Investors’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Accredited Investors’s Portfolio BKMC Stock Details BKMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,993
Closed -$223K – 243
2025
Q1 		$223K Buy
+6,993
New +$237K 0.01% 217

Other funds holding BKMC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Accredited Investors's BKMC Position: Q2 2025 in Review

Accredited Investors sold out of BNY Mellon US Mid Cap Core Equity ETF (BKMC) in Q2 2025, closing a stake of 6,993 shares — an estimated $223K sold.

Accredited Investors first reported a position in BKMC in Q1 2025 and held it in 1 quarter. The position peaked at $223K in Q1 2025. 28 funds tracked by Wall St. Rank hold BKMC as of Q2 2025.

  • Accredited Investors reported no remaining BNY Mellon US Mid Cap Core Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Accredited Investors sold 6,993 BNY Mellon US Mid Cap Core Equity ETF shares in Q2 2025, an estimated $223K.
  • Accredited Investors first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q1 2025 and held it in 1 quarter.
  • Accredited Investors's BNY Mellon US Mid Cap Core Equity ETF position peaked at $223K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q2 2025.

Based on Accredited Investors's 13F filing for Q2 2025, filed 8 Aug 2025.