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 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 $3.51B 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

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 Wealth Management's BKMC Position: Q2 2026 in Review

Diversify Wealth Management increased its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 182% in Q2 2026, buying an estimated $10.9M and bringing the position to 426,987 shares worth $5.74M. The position accounts for 0.1% of the portfolio, ranked #203.

Diversify Wealth Management first reported a position in BKMC in Q2 2024 and has held it in 9 quarters since. The position peaked at $24.5M in Q4 2025. 43 funds tracked by Wall St. Rank hold BKMC as of Q2 2026.

Diversify Wealth Management held 426,987 shares of BNY Mellon US Mid Cap Core Equity ETF worth $5.74M as of Q2 2026.
Diversify Wealth Management bought 275,601 BNY Mellon US Mid Cap Core Equity ETF shares in Q2 2026, an estimated $10.9M.
BNY Mellon US Mid Cap Core Equity ETF made up 0.1% of Diversify Wealth Management's portfolio in Q2 2026, its #203 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 9 quarters since.
Diversify Wealth Management's BNY Mellon US Mid Cap Core Equity ETF position peaked at $24.5M in Q4 2025.
43 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.