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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
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

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
EFG
Elevated Financial Group Indianapolis, Indiana $308M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Global Retirement Partners's BKUI Position: Q4 2025 in Review

Global Retirement Partners reduced its BNY Mellon Ultra Short Income ETF (BKUI) stake by 10% in Q4 2025, selling an estimated $204K and leaving 35,000 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #468.

Global Retirement Partners first reported a position in BKUI in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.95M in Q3 2025. 27 funds tracked by Wall St. Rank hold BKUI as of Q4 2025.

  • Global Retirement Partners held 35,000 shares of BNY Mellon Ultra Short Income ETF worth $1.74M as of Q4 2025.
  • Global Retirement Partners sold 4,100 BNY Mellon Ultra Short Income ETF shares in Q4 2025, an estimated $204K.
  • BNY Mellon Ultra Short Income ETF made up 0.03% of Global Retirement Partners's portfolio in Q4 2025, its #468 holding.
  • Global Retirement Partners first reported a position in BNY Mellon Ultra Short Income ETF in Q3 2025 and has held it in 2 quarters since.
  • Global Retirement Partners's BNY Mellon Ultra Short Income ETF position peaked at $1.95M in Q3 2025.
  • 27 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.