AE Wealth Management
BKMC icon

AE Wealth Management’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

AE Wealth Management’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
2026
Q2 		– Sell
-1,050
Closed -$38.6K – 2676
2026
Q1 		$38.6K Buy
+1,050
New +$40.1K ﹤0.01% 2022

Other funds holding BKMC

RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Zhang Financial
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

AE Wealth Management's BKMC Position: Q2 2026 in Review

AE Wealth Management sold out of BNY Mellon US Mid Cap Core Equity ETF (BKMC) in Q2 2026, closing a stake of 1,050 shares — an estimated $38.6K sold.

AE Wealth Management first reported a position in BKMC in Q1 2026 and held it in 1 quarter. The position peaked at $38.6K in Q1 2026. 42 funds tracked by Wall St. Rank hold BKMC as of Q2 2026.

  • AE Wealth Management reported no remaining BNY Mellon US Mid Cap Core Equity ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 1,050 BNY Mellon US Mid Cap Core Equity ETF shares in Q2 2026, an estimated $38.6K.
  • AE Wealth Management first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q1 2026 and held it in 1 quarter.
  • AE Wealth Management's BNY Mellon US Mid Cap Core Equity ETF position peaked at $38.6K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.