Diversify Wealth Management’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Diversify Wealth Management’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 -291,082	-68%	-$11.8M	0.08%	224
2026 Q2	$5.74M	Buy	426,987 +275,601	+182%	+$10.9M	0.1%	203
2026 Q1	$5.82M	Sell	151,386 -485,385	-76%	-$18.5M	0.1%	190
2025 Q4	$24.5M	Buy	636,771 +144,903	+29%	+$5.25M	1.14%	10
2025 Q3	$17.7M	Buy	491,868 +17,250	+4%	+$610K	1.02%	16
2025 Q2	$16.6M	Buy	474,618 +14,433	+3%	+$463K	1.03%	17
2025 Q1	$14.4M	Buy	460,185 +54,951	+14%	+$1.86M	1.07%	17
2024 Q4	$13.7M	Sell	405,234 -53,805	-12%	-$1.88M	1.07%	17
2024 Q3	$15.6M	Buy	459,039 +15,069	+3%	+$488K	1.5%	9
2024 Q2	$13.6M	Buy	+443,970	New	+$14M	1.69%	8

Other funds holding BKMC

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Diversify Wealth Management's BKMC Position: Q3 2026 in Review

Diversify Wealth Management reduced its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 68% in Q3 2026, selling an estimated $11.8M and leaving 135,905 shares worth $5.29M. The position accounts for 0.08% of the portfolio, ranked #224.

Diversify Wealth Management first reported a position in BKMC in Q2 2024 and has held it in 10 quarters since. The position peaked at $24.5M in Q4 2025. 6 funds tracked by Wall St. Rank hold BKMC as of Q3 2026.

Diversify Wealth Management held 135,905 shares of BNY Mellon US Mid Cap Core Equity ETF worth $5.29M as of Q3 2026.
Diversify Wealth Management sold 291,082 BNY Mellon US Mid Cap Core Equity ETF shares in Q3 2026, an estimated $11.8M.
BNY Mellon US Mid Cap Core Equity ETF made up 0.08% of Diversify Wealth Management's portfolio in Q3 2026, its #224 holding.
Diversify Wealth Management first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q2 2024 and has held it in 10 quarters since.
Diversify Wealth Management's BNY Mellon US Mid Cap Core Equity ETF position peaked at $24.5M in Q4 2025.
6 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q3 2026.

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