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IFP Advisors’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-1,905
Closed -$35K – 3468
2022
Q4 		$35K Buy
1,905
+1,857
+3,869% +$48.3K ﹤0.01% 2480
2022
Q3 		$1K Hold
48
– – ﹤0.01% 4511
2022
Q2 		$1K Hold
48
– – ﹤0.01% 4287
2022
Q1 		$1K Buy
+48
New +$1.42K ﹤0.01% 4287

Other funds holding BKMC

Bank of New York Mellon
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
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's BKMC Position: Q1 2023 in Review

IFP Advisors sold out of BNY Mellon US Mid Cap Core Equity ETF (BKMC) in Q1 2023, closing a stake of 1,905 shares — an estimated $35K sold.

IFP Advisors first reported a position in BKMC in Q1 2022 and held it in 4 quarters. The position peaked at $35K in Q4 2022. 15 funds tracked by Wall St. Rank hold BKMC as of Q1 2023.

  • IFP Advisors reported no remaining BNY Mellon US Mid Cap Core Equity ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 1,905 BNY Mellon US Mid Cap Core Equity ETF shares in Q1 2023, an estimated $35K.
  • IFP Advisors first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's BNY Mellon US Mid Cap Core Equity ETF position peaked at $35K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.