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Sanctuary Wealth Management’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Sanctuary 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
2024
Q4 		$23.6K Hold
696
– – 0.02% 127
2024
Q3 		$23.7K Hold
696
– – 0.02% 139
2024
Q2 		$21.9K Buy
+696
New +$21.9K 0.02% 129

Other funds holding BKMC

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 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 $5.61B AUM 19.63% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return

Sanctuary Wealth Management's BKMC Position: Q4 2024 in Review

Sanctuary Wealth Management held its BNY Mellon US Mid Cap Core Equity ETF (BKMC) position steady in Q4 2024 at 696 shares worth $23.6K. The position accounts for 0.02% of the portfolio, ranked #127.

Sanctuary Wealth Management first reported a position in BKMC in Q2 2024 and has held it in 3 quarters since. The position peaked at $23.7K in Q3 2024. 34 funds tracked by Wall St. Rank hold BKMC as of Q4 2024.

  • Sanctuary Wealth Management held 696 shares of BNY Mellon US Mid Cap Core Equity ETF worth $23.6K as of Q4 2024.
  • Sanctuary Wealth Management left its BNY Mellon US Mid Cap Core Equity ETF share count unchanged in Q4 2024.
  • BNY Mellon US Mid Cap Core Equity ETF made up 0.02% of Sanctuary Wealth Management's portfolio in Q4 2024, its #127 holding.
  • Sanctuary Wealth Management first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q2 2024 and has held it in 3 quarters since.
  • Sanctuary Wealth Management's BNY Mellon US Mid Cap Core Equity ETF position peaked at $23.7K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.