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Avestar Capital’s BNY Mellon Ultra Short Income ETF BKUI Stock Holding History

Avestar Capital’s Portfolio BKUI Stock Details BKUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.03M Sell
60,883
-9,245
-13% -$460K 0.17% 106
2026
Q1 		$3.49M Sell
70,128
-283,343
-80% -$14.1M 0.22% 79
2025
Q4 		$17.6M Sell
353,471
-46,247
-12% -$2.31M 1.14% 15
2025
Q3 		$20M Sell
399,718
-7,491
-2% -$373K 1.31% 13
2025
Q2 		$20.3M Buy
407,209
+32,750
+9% +$1.63M 1.39% 13
2025
Q1 		$18.7M Buy
374,459
+60,612
+19% +$3.01M 1.62% 10
2024
Q4 		$15.6M Buy
+313,847
New +$15.6M 1.33% 13

Other funds holding BKUI

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
EFG
Elevated Financial Group Indianapolis, Indiana $365M AUM
PWA
PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Avestar Capital's BKUI Position: Q2 2026 in Review

Avestar Capital reduced its BNY Mellon Ultra Short Income ETF (BKUI) stake by 13% in Q2 2026, selling an estimated $460K and leaving 60,883 shares worth $3.03M. The position accounts for 0.17% of the portfolio, ranked #106.

Avestar Capital first reported a position in BKUI in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.3M in Q2 2025. 13 funds tracked by Wall St. Rank hold BKUI as of Q2 2026.

  • Avestar Capital held 60,883 shares of BNY Mellon Ultra Short Income ETF worth $3.03M as of Q2 2026.
  • Avestar Capital sold 9,245 BNY Mellon Ultra Short Income ETF shares in Q2 2026, an estimated $460K.
  • BNY Mellon Ultra Short Income ETF made up 0.17% of Avestar Capital's portfolio in Q2 2026, its #106 holding.
  • Avestar Capital first reported a position in BNY Mellon Ultra Short Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Avestar Capital's BNY Mellon Ultra Short Income ETF position peaked at $20.3M in Q2 2025.
  • 13 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.