Principal Securities’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Principal Securities’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	$432K	Sell	10,461 -33	-0.3%	-$1.3K	0.01%	1149
2026 Q1	$386K	Sell	10,494 -24	-0.2%	-$916	0.01%	1092
2025 Q4	$382K	Buy	10,518 +198	+2%	+$7.17K	0.01%	1040
2025 Q3	$373K	Sell	10,320 -45	-0.4%	-$1.59K	0.01%	1024
2025 Q2	$354K	Sell	10,365 -54	-0.5%	-$1.73K	0.01%	1000
2025 Q1	$353K	Hold	10,419	–	–	0.01%	904
2024 Q4	$353K	Sell	10,419 -51	-0.5%	-$1.78K	0.01%	899
2024 Q3	$356K	Hold	10,470	–	–	0.01%	871
2024 Q2	$329K	Hold	10,470	–	–	0.01%	850
2024 Q1	$346K	Hold	10,470	–	–	0.01%	809
2023 Q4	$317K	Buy	+10,470	New	+$287K	0.01%	773

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

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 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

Principal Securities's BKMC Position: Q2 2026 in Review

Principal Securities reduced its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 0.31% in Q2 2026, selling an estimated $1.3K and leaving 10,461 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #1149.

Principal Securities first reported a position in BKMC in Q4 2023 and has held it in 11 quarters since. 43 funds tracked by Wall St. Rank hold BKMC as of Q2 2026.

Principal Securities held 10,461 shares of BNY Mellon US Mid Cap Core Equity ETF worth $432K as of Q2 2026.
Principal Securities sold 33 BNY Mellon US Mid Cap Core Equity ETF shares in Q2 2026, an estimated $1.3K.
BNY Mellon US Mid Cap Core Equity ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1149 holding.
Principal Securities first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
43 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.