Belpointe Asset Management’s BNY Mellon Municipal Short Duration ETF BKMS Stock Holding History

Belpointe Asset Management’s Portfolio BKMS Stock Details BKMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$484K	Hold	18,944	–	–	0.02%	732
2026 Q1	$483K	Buy	+18,944	New	+$486K	0.02%	692

Other funds holding BKMS

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

TPA

Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Belpointe Asset Management's BKMS Position: Q2 2026 in Review

Belpointe Asset Management held its BNY Mellon Municipal Short Duration ETF (BKMS) position steady in Q2 2026 at 18,944 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #732.

Belpointe Asset Management first reported a position in BKMS in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold BKMS as of Q2 2026.

Belpointe Asset Management held 18,944 shares of BNY Mellon Municipal Short Duration ETF worth $484K as of Q2 2026.
Belpointe Asset Management left its BNY Mellon Municipal Short Duration ETF share count unchanged in Q2 2026.
BNY Mellon Municipal Short Duration ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #732 holding.
Belpointe Asset Management first reported a position in BNY Mellon Municipal Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
27 funds tracked by Wall St. Rank held BNY Mellon Municipal Short Duration ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.