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 Q2	$641K	Sell	15,531 -453	-3%	-$17.8K	0.22%	105
2026 Q1	$588K	Sell	15,984 -1,455	-8%	-$55.5K	0.23%	107
2025 Q4	$633K	Buy	17,439 +138	+0.8%	+$5K	0.24%	106
2025 Q3	$626K	Buy	17,301 +2,043	+13%	+$72.3K	0.25%	103
2025 Q2	$521K	Buy	15,258 +2,088	+16%	+$67K	0.22%	108
2025 Q1	$420K	Buy	+13,170	New	+$446K	0.22%	121

Other funds holding BKMC

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Crux Wealth Advisors's BKMC Position: Q2 2026 in Review

Crux Wealth Advisors reduced its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 2.8% in Q2 2026, selling an estimated $17.8K and leaving 15,531 shares worth $641K. The position accounts for 0.22% of the portfolio, ranked #105.

Crux Wealth Advisors first reported a position in BKMC in Q1 2025 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold BKMC as of Q2 2026.

Crux Wealth Advisors held 15,531 shares of BNY Mellon US Mid Cap Core Equity ETF worth $641K as of Q2 2026.
Crux Wealth Advisors sold 453 BNY Mellon US Mid Cap Core Equity ETF shares in Q2 2026, an estimated $17.8K.
BNY Mellon US Mid Cap Core Equity ETF made up 0.22% of Crux Wealth Advisors's portfolio in Q2 2026, its #105 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 6 quarters since.
43 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.