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 Q1	$5.82M	Sell	50,462 -161,795	-76%	-$18.5M	0.1%	190
2025 Q4	$24.5M	Buy	212,257 +48,301	+29%	+$5.25M	1.14%	10
2025 Q3	$17.7M	Buy	163,956 +5,750	+4%	+$610K	1.02%	16
2025 Q2	$16.6M	Buy	158,206 +4,811	+3%	+$463K	1.03%	17
2025 Q1	$14.4M	Buy	153,395 +18,317	+14%	+$1.86M	1.07%	17
2024 Q4	$13.7M	Sell	135,078 -17,935	-12%	-$1.88M	1.07%	17
2024 Q3	$15.6M	Buy	153,013 +5,023	+3%	+$488K	1.5%	9
2024 Q2	$13.6M	Buy	+147,990	New	+$14M	1.69%	8

Other funds holding BKMC

RPOA Advisors Plano, Texas $2.29B AUM 11.74% 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

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 $2.89B AUM 18.44% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Diversify Wealth Management's BKMC Position: Q1 2026 in Review

Diversify Wealth Management reduced its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 76% in Q1 2026, selling an estimated $18.5M and leaving 50,462 shares worth $5.82M. The position accounts for 0.1% of the portfolio, ranked #190.

Diversify Wealth Management first reported a position in BKMC in Q2 2024 and has held it in 8 quarters since. The position peaked at $24.5M in Q4 2025. 38 funds tracked by Wall St. Rank hold BKMC as of Q1 2026.

Diversify Wealth Management held 50,462 shares of BNY Mellon US Mid Cap Core Equity ETF worth $5.82M as of Q1 2026.
Diversify Wealth Management sold 161,795 BNY Mellon US Mid Cap Core Equity ETF shares in Q1 2026, an estimated $18.5M.
BNY Mellon US Mid Cap Core Equity ETF made up 0.1% of Diversify Wealth Management's portfolio in Q1 2026, its #190 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 8 quarters since.
Diversify Wealth Management's BNY Mellon US Mid Cap Core Equity ETF position peaked at $24.5M in Q4 2025.
38 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.