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Keener Financial Planning’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Keener Financial Planning’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
2024
Q1 		– Sell
-1,908
Closed -$58K – 193
2023
Q4 		$58K Buy
+1,908
New +$52.3K 0.04% 86

Other funds holding BKMC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Keener Financial Planning's BKMC Position: Q1 2024 in Review

Keener Financial Planning sold out of BNY Mellon US Mid Cap Core Equity ETF (BKMC) in Q1 2024, closing a stake of 1,908 shares — an estimated $58K sold.

Keener Financial Planning first reported a position in BKMC in Q4 2023 and held it in 1 quarter. The position peaked at $58K in Q4 2023. 24 funds tracked by Wall St. Rank hold BKMC as of Q1 2024.

  • Keener Financial Planning reported no remaining BNY Mellon US Mid Cap Core Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Keener Financial Planning sold 1,908 BNY Mellon US Mid Cap Core Equity ETF shares in Q1 2024, an estimated $58K.
  • Keener Financial Planning first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q4 2023 and held it in 1 quarter.
  • Keener Financial Planning's BNY Mellon US Mid Cap Core Equity ETF position peaked at $58K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q1 2024.

Based on Keener Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.