HBW Advisory Services
BKUI icon

HBW Advisory Services’s BNY Mellon Ultra Short Income ETF BKUI Stock Holding History

HBW Advisory Services’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
Q1 		– Sell
-4,271
Closed -$212K – 448
2025
Q4 		$212K Buy
4,271
+28
+0.7% +$1.4K 0.02% 397
2025
Q3 		$212K Buy
+4,243
New +$211K 0.02% 391
2025
Q2 		– Sell
-792
Closed -$39.5K – 400
2025
Q1 		$39.5K Buy
+792
New +$39.4K 0.01% 378
2023
Q3 		– Sell
-1,465
Closed -$72K – 297
2023
Q2 		$72K Buy
+1,465
New +$71.9K 0.02% 285

Other funds holding BKUI

RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Kensington Asset Management
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
Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return
Elevated Financial Group
Elevated Financial Group Indianapolis, Indiana $357M AUM 18.21% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCG Wealth Advisors
PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return

HBW Advisory Services's BKUI Position: Q1 2026 in Review

HBW Advisory Services sold out of BNY Mellon Ultra Short Income ETF (BKUI) in Q1 2026, closing a stake of 4,271 shares — an estimated $212K sold.

HBW Advisory Services first reported a position in BKUI in Q2 2023 and held it in 4 quarters. The position peaked at $212K in Q4 2025. 31 funds tracked by Wall St. Rank hold BKUI as of Q1 2026.

  • HBW Advisory Services reported no remaining BNY Mellon Ultra Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • HBW Advisory Services sold 4,271 BNY Mellon Ultra Short Income ETF shares in Q1 2026, an estimated $212K.
  • HBW Advisory Services first reported a position in BNY Mellon Ultra Short Income ETF in Q2 2023 and held it in 4 quarters.
  • HBW Advisory Services's BNY Mellon Ultra Short Income ETF position peaked at $212K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q1 2026.

Based on HBW Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.