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Elevated Financial Group’s BNY Mellon Ultra Short Income ETF BKUI Stock Holding History

Elevated Financial Group’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 		$2.09M Buy
42,090
+4,066
+11% +$202K 0.57% 27
2026
Q1 		$1.89M Buy
38,024
+4,019
+12% +$200K 0.62% 26
2025
Q4 		$1.69M Buy
+34,005
New +$1.69M 0.59% 25

Other funds holding BKUI

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Elevated Financial Group's BKUI Position: Q2 2026 in Review

Elevated Financial Group increased its BNY Mellon Ultra Short Income ETF (BKUI) stake by 11% in Q2 2026, buying an estimated $202K and bringing the position to 42,090 shares worth $2.09M. The position accounts for 0.57% of the portfolio, ranked #27.

Elevated Financial Group first reported a position in BKUI in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold BKUI as of Q2 2026.

  • Elevated Financial Group held 42,090 shares of BNY Mellon Ultra Short Income ETF worth $2.09M as of Q2 2026.
  • Elevated Financial Group bought 4,066 BNY Mellon Ultra Short Income ETF shares in Q2 2026, an estimated $202K.
  • BNY Mellon Ultra Short Income ETF made up 0.57% of Elevated Financial Group's portfolio in Q2 2026, its #27 holding.
  • Elevated Financial Group first reported a position in BNY Mellon Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.