LPL Financial’s BNY Mellon Municipal Short Duration ETF BKMS Stock Holding History

LPL Financial’s Portfolio BKMS Stock Details BKMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75M	Buy	+68,710	New	+$1.75M	﹤0.01%	3892

Other funds holding BKMS

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

TPA

Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CCG

Cypress Capital Group Palm Beach, Florida $1.07B AUM 35.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

LPL Financial's BKMS Position: Q2 2026 in Review

LPL Financial opened a new position in BNY Mellon Municipal Short Duration ETF (BKMS) in Q2 2026: 68,710 shares worth $1.75M. The stake represents ﹤0.01% of the portfolio and ranks #3892 among its holdings.

16 funds tracked by Wall St. Rank hold BKMS as of Q2 2026.

LPL Financial held 68,710 shares of BNY Mellon Municipal Short Duration ETF worth $1.75M as of Q2 2026.
BNY Mellon Municipal Short Duration ETF was a new LPL Financial position in Q2 2026.
BNY Mellon Municipal Short Duration ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3892 holding.
16 funds tracked by Wall St. Rank held BNY Mellon Municipal Short Duration ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.