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Global Retirement Partners’s BNY Mellon Ultra Short Income ETF BKUI Stock Holding History

Global Retirement Partners’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 		$498K Buy
+10,000
New +$497K 0.01% 1033
2025
Q4 		$1.74M Sell
35,000
-4,100
-10% -$204K 0.03% 468
2025
Q3 		$1.95M Buy
+39,100
New +$1.95M 0.04% 366

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

Global Retirement Partners's BKUI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BNY Mellon Ultra Short Income ETF (BKUI) in Q2 2026: 10,000 shares worth $498K. The stake represents 0.01% of the portfolio and ranks #1033 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BKUI as recently as Q4 2025.

Global Retirement Partners first reported a position in BKUI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.95M in Q3 2025. 38 funds tracked by Wall St. Rank hold BKUI as of Q2 2026.

  • Global Retirement Partners held 10,000 shares of BNY Mellon Ultra Short Income ETF worth $498K as of Q2 2026.
  • BNY Mellon Ultra Short Income ETF was a new Global Retirement Partners position in Q2 2026.
  • BNY Mellon Ultra Short Income ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1033 holding.
  • Global Retirement Partners first reported a position in BNY Mellon Ultra Short Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's BNY Mellon Ultra Short Income ETF position peaked at $1.95M in Q3 2025.
  • 38 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.