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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWA

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.