LPL Financial
BKUI icon

LPL Financial’s BNY Mellon Ultra Short Income ETF BKUI Stock Holding History

LPL Financial’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 		$8.21M Buy
164,972
+134,093
+434% +$6.68M ﹤0.01% 2160
2025
Q4 		$1.54M Buy
30,879
+6,913
+29% +$345K ﹤0.01% 3640
2025
Q3 		$1.2M Buy
23,966
+10,190
+74% +$508K ﹤0.01% 3827
2025
Q2 		$687K Buy
13,776
+5,535
+67% +$275K ﹤0.01% 4096
2025
Q1 		$411K Buy
+8,241
New +$410K ﹤0.01% 4347

Other funds holding BKUI

RA
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
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
AC
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
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
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

LPL Financial's BKUI Position: Q1 2026 in Review

LPL Financial increased its BNY Mellon Ultra Short Income ETF (BKUI) stake by 434% in Q1 2026, buying an estimated $6.68M and bringing the position to 164,972 shares worth $8.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

LPL Financial first reported a position in BKUI in Q1 2025 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold BKUI as of Q1 2026.

  • LPL Financial held 164,972 shares of BNY Mellon Ultra Short Income ETF worth $8.21M as of Q1 2026.
  • LPL Financial bought 134,093 BNY Mellon Ultra Short Income ETF shares in Q1 2026, an estimated $6.68M.
  • BNY Mellon Ultra Short Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2160 holding.
  • LPL Financial first reported a position in BNY Mellon Ultra Short Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 31 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.