Crux Wealth Advisors’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Crux Wealth Advisors’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 Q1	$588K	Sell	5,328 -485	-8%	-$55.5K	0.23%	107
2025 Q4	$633K	Buy	5,813 +46	+0.8%	+$5K	0.24%	106
2025 Q3	$626K	Buy	5,767 +681	+13%	+$72.3K	0.25%	103
2025 Q2	$521K	Buy	5,086 +696	+16%	+$67K	0.22%	108
2025 Q1	$420K	Buy	+4,390	New	+$446K	0.22%	121

Other funds holding BKMC

RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crux Wealth Advisors's BKMC Position: Q1 2026 in Review

Crux Wealth Advisors reduced its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 8.3% in Q1 2026, selling an estimated $55.5K and leaving 5,328 shares worth $588K. The position accounts for 0.23% of the portfolio, ranked #107.

Crux Wealth Advisors first reported a position in BKMC in Q1 2025 and has held it in 5 quarters since. The position peaked at $633K in Q4 2025. 38 funds tracked by Wall St. Rank hold BKMC as of Q1 2026.

Crux Wealth Advisors held 5,328 shares of BNY Mellon US Mid Cap Core Equity ETF worth $588K as of Q1 2026.
Crux Wealth Advisors sold 485 BNY Mellon US Mid Cap Core Equity ETF shares in Q1 2026, an estimated $55.5K.
BNY Mellon US Mid Cap Core Equity ETF made up 0.23% of Crux Wealth Advisors's portfolio in Q1 2026, its #107 holding.
Crux Wealth Advisors first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q1 2025 and has held it in 5 quarters since.
Crux Wealth Advisors's BNY Mellon US Mid Cap Core Equity ETF position peaked at $633K in Q4 2025.
38 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.