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 Q2	$5.74M	Buy	+426,987	New	+$16.8M	0.1%	203
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 13.71% 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Diversify Advisory Services's BKMC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in BNY Mellon US Mid Cap Core Equity ETF (BKMC) in Q2 2026: 426,987 shares worth $5.74M. The stake represents 0.1% of the portfolio and ranks #203 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in BKMC as recently as Q4 2025.

Diversify Advisory Services first reported a position in BKMC in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.4M in Q1 2024. 42 funds tracked by Wall St. Rank hold BKMC as of Q2 2026.

Diversify Advisory Services held 426,987 shares of BNY Mellon US Mid Cap Core Equity ETF worth $5.74M as of Q2 2026.
BNY Mellon US Mid Cap Core Equity ETF was a new Diversify Advisory Services position in Q2 2026.
BNY Mellon US Mid Cap Core Equity ETF made up 0.1% of Diversify Advisory Services's portfolio in Q2 2026, its #203 holding.
Diversify Advisory Services first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's BNY Mellon US Mid Cap Core Equity ETF position peaked at $16.4M in Q1 2024.
42 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.