Envestnet Asset Management’s BNY Mellon Ultra Short Income ETF BKUI Stock Holding History

Envestnet Asset Management’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	$696K	Buy	13,988 +6,688	+92%	+$333K	﹤0.01%	3860
2026 Q1	$363K	Sell	7,300 -3	-0%	-$149	﹤0.01%	4158
2025 Q4	$363K	Buy	7,303 +1,098	+18%	+$54.7K	﹤0.01%	3902
2025 Q3	$310K	Sell	6,205 -3,085	-33%	-$154K	﹤0.01%	4058
2025 Q2	$463K	Sell	9,290 -227	-2%	-$11.3K	﹤0.01%	3749
2025 Q1	$475K	Buy	+9,517	New	+$473K	﹤0.01%	3654

Other funds holding BKUI

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

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

Avestar Capital New York $1.79B AUM 33.8% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Envestnet Asset Management's BKUI Position: Q2 2026 in Review

Envestnet Asset Management increased its BNY Mellon Ultra Short Income ETF (BKUI) stake by 92% in Q2 2026, buying an estimated $333K and bringing the position to 13,988 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #3860.

Envestnet Asset Management first reported a position in BKUI in Q1 2025 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold BKUI as of Q2 2026.

Envestnet Asset Management held 13,988 shares of BNY Mellon Ultra Short Income ETF worth $696K as of Q2 2026.
Envestnet Asset Management bought 6,688 BNY Mellon Ultra Short Income ETF shares in Q2 2026, an estimated $333K.
BNY Mellon Ultra Short Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3860 holding.
Envestnet Asset Management first reported a position in BNY Mellon Ultra Short Income ETF in Q1 2025 and has held it in 6 quarters since.
13 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.