CFO
BKMI

Collective Family Office’s BNY Mellon Municipal Intermediate ETF BKMI Stock Holding History

Collective Family Office’s Portfolio BKMI Stock Details BKMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Buy
+38,689
New +$1.02M 0.21% 78

Other funds holding BKMI

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Collective Family Office's BKMI Position: Q2 2026 in Review

Collective Family Office opened a new position in BNY Mellon Municipal Intermediate ETF (BKMI) in Q2 2026: 38,689 shares worth $1.02M. The stake represents 0.21% of the portfolio and ranks #78 among its holdings.

9 funds tracked by Wall St. Rank hold BKMI as of Q2 2026.

  • Collective Family Office held 38,689 shares of BNY Mellon Municipal Intermediate ETF worth $1.02M as of Q2 2026.
  • BNY Mellon Municipal Intermediate ETF was a new Collective Family Office position in Q2 2026.
  • BNY Mellon Municipal Intermediate ETF made up 0.21% of Collective Family Office's portfolio in Q2 2026, its #78 holding.
  • 9 funds tracked by Wall St. Rank held BNY Mellon Municipal Intermediate ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.