Morgan Stanley
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Morgan Stanley’s BNY Mellon Ultra Short Income ETF BKUI Stock Holding History

Morgan Stanley’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 		$155K Buy
3,121
+3,110
+28,273% +$155K ﹤0.01% 5977
2025
Q4 		$595 Buy
+11
New +$548 ﹤0.01% 7474
2025
Q1 		– Sell
-2
Closed -$99 – 8102
2024
Q4 		$99 Buy
2
+1
+100% +$50 ﹤0.01% 7469
2024
Q3 		$50 Buy
+1
New +$50 ﹤0.01% 7577

Other funds holding BKUI

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
EFG
Elevated Financial Group Indianapolis, Indiana $308M AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 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 $395M AUM 32.15% 1-Year Est. Return

Morgan Stanley's BKUI Position: Q1 2026 in Review

Morgan Stanley increased its BNY Mellon Ultra Short Income ETF (BKUI) stake by 28,273% in Q1 2026, buying an estimated $155K and bringing the position to 3,121 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #5977.

Morgan Stanley first reported a position in BKUI in Q3 2024 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold BKUI as of Q1 2026.

  • Morgan Stanley held 3,121 shares of BNY Mellon Ultra Short Income ETF worth $155K as of Q1 2026.
  • Morgan Stanley bought 3,110 BNY Mellon Ultra Short Income ETF shares in Q1 2026, an estimated $155K.
  • BNY Mellon Ultra Short Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5977 holding.
  • Morgan Stanley first reported a position in BNY Mellon Ultra Short Income ETF in Q3 2024 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.