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 Q3	$5.29M	Sell	135,905 -6,424	-5%	-$260K	0.08%	224
2026 Q2	$5.74M	Buy	+142,329	New	+$5.61M	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 $3.35B AUM 8.19% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Sentinel Pension Advisors Wakefield, Massachusetts $801M AUM 10.58% 1-Year Est. Return

Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Diversify Advisory Services's BKMC Position: Q3 2026 in Review

Diversify Advisory Services reduced its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 4.5% in Q3 2026, selling an estimated $260K and leaving 135,905 shares worth $5.29M. The position accounts for 0.08% of the portfolio, ranked #224.

Diversify Advisory Services first reported a position in BKMC in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.4M in Q1 2024. 15 funds tracked by Wall St. Rank hold BKMC as of Q3 2026.

Diversify Advisory Services held 135,905 shares of BNY Mellon US Mid Cap Core Equity ETF worth $5.29M as of Q3 2026.
Diversify Advisory Services sold 6,424 BNY Mellon US Mid Cap Core Equity ETF shares in Q3 2026, an estimated $260K.
BNY Mellon US Mid Cap Core Equity ETF made up 0.08% of Diversify Advisory Services's portfolio in Q3 2026, its #224 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 10 quarters since.
Diversify Advisory Services's BNY Mellon US Mid Cap Core Equity ETF position peaked at $16.4M in Q1 2024.
15 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.