Creative Planning
BKMC icon

Creative Planning’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Creative Planning’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
2022
Q3 		– Sell
-476,550
Closed -$12M – 2329
2022
Q2 		$12M Buy
+476,550
New +$13.1M 0.02% 286

Other funds holding BKMC

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's BKMC Position: Q3 2022 in Review

Creative Planning sold out of BNY Mellon US Mid Cap Core Equity ETF (BKMC) in Q3 2022, closing a stake of 476,550 shares — an estimated $12M sold.

Creative Planning first reported a position in BKMC in Q2 2022 and held it in 1 quarter. The position peaked at $12M in Q2 2022. 14 funds tracked by Wall St. Rank hold BKMC as of Q3 2022.

  • Creative Planning reported no remaining BNY Mellon US Mid Cap Core Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Creative Planning sold 476,550 BNY Mellon US Mid Cap Core Equity ETF shares in Q3 2022, an estimated $12M.
  • Creative Planning first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q2 2022 and held it in 1 quarter.
  • Creative Planning's BNY Mellon US Mid Cap Core Equity ETF position peaked at $12M in Q2 2022.
  • 14 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.