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Kestra Private Wealth Services’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Kestra Private Wealth Services’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
2025
Q1 		– Sell
-13,449
Closed -$455K – 1515
2024
Q4 		$455K Buy
+13,449
New +$470K 0.01% 963

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
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kestra Private Wealth Services's BKMC Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of BNY Mellon US Mid Cap Core Equity ETF (BKMC) in Q1 2025, closing a stake of 13,449 shares — an estimated $455K sold.

Kestra Private Wealth Services first reported a position in BKMC in Q4 2024 and held it in 1 quarter. The position peaked at $455K in Q4 2024. 28 funds tracked by Wall St. Rank hold BKMC as of Q1 2025.

  • Kestra Private Wealth Services reported no remaining BNY Mellon US Mid Cap Core Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 13,449 BNY Mellon US Mid Cap Core Equity ETF shares in Q1 2025, an estimated $455K.
  • Kestra Private Wealth Services first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Private Wealth Services's BNY Mellon US Mid Cap Core Equity ETF position peaked at $455K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.