Diversify Advisory Services’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Diversify Advisory Services’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	–	Sell	-167,757	Closed	-$6.51M	–	281
2025 Q4	$6.51M	Sell	167,757 -25,437	-13%	-$921K	0.21%	81
2025 Q3	$6.94M	Buy	193,194 +6,327	+3%	+$224K	0.23%	68
2025 Q2	$6.54M	Buy	186,867 +32,919	+21%	+$1.06M	0.25%	65
2025 Q1	$4.8M	Buy	153,948 +32,211	+26%	+$1.09M	0.3%	58
2024 Q4	$4.11M	Sell	121,737 -65,373	-35%	-$2.28M	0.23%	65
2024 Q3	$6.39M	Sell	187,110 -59,286	-24%	-$1.92M	0.34%	52
2024 Q2	$7.62M	Sell	246,396 -254,412	-51%	-$8.02M	0.42%	44
2024 Q1	$16.4M	Buy	+500,808	New	+$15.5M	0.96%	24

Other funds holding BKMC

RPOA Advisors Plano, Texas $3.51B AUM 13.72% 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 $5.98B AUM 29.21% 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 $3.42B AUM 23.04% 1-Year Est. Return

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

Diversify Advisory Services's BKMC Position: Q1 2026 in Review

Diversify Advisory Services sold out of BNY Mellon US Mid Cap Core Equity ETF (BKMC) in Q1 2026, closing a stake of 167,757 shares — an estimated $6.51M sold.

Diversify Advisory Services first reported a position in BKMC in Q1 2024 and held it in 8 quarters. The position peaked at $16.4M in Q1 2024. 38 funds tracked by Wall St. Rank hold BKMC as of Q1 2026.

Diversify Advisory Services reported no remaining BNY Mellon US Mid Cap Core Equity ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 167,757 BNY Mellon US Mid Cap Core Equity ETF shares in Q1 2026, an estimated $6.51M.
Diversify Advisory Services first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's BNY Mellon US Mid Cap Core Equity ETF position peaked at $16.4M in Q1 2024.
38 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.