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Morse Asset Management’s BNY Mellon Municipal Intermediate ETF BKMI Stock Holding History

Morse Asset Management’s Portfolio BKMI Stock Details BKMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$58.9K Buy
2,372
+20
+0.9% +$516 0.01% 219
2026
Q2 		$62.2K Buy
2,352
+15
+0.6% +$394 0.01% 230
2026
Q1 		$61K Buy
+2,337
New +$62K 0.01% 212

Other funds holding BKMI

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Twin Focus Capital Partners
Twin Focus Capital Partners Boston, Massachusetts $1.08B AUM 36.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Morse Asset Management's BKMI Position: Q3 2026 in Review

Morse Asset Management increased its BNY Mellon Municipal Intermediate ETF (BKMI) stake by 0.85% in Q3 2026, buying an estimated $516 and bringing the position to 2,372 shares worth $58.9K. The position accounts for 0.01% of the portfolio, ranked #219.

Morse Asset Management first reported a position in BKMI in Q1 2026 and has held it in 3 quarters since. The position peaked at $62.2K in Q2 2026. 50 funds tracked by Wall St. Rank hold BKMI as of Q3 2026.

  • Morse Asset Management held 2,372 shares of BNY Mellon Municipal Intermediate ETF worth $58.9K as of Q3 2026.
  • Morse Asset Management bought 20 BNY Mellon Municipal Intermediate ETF shares in Q3 2026, an estimated $516.
  • BNY Mellon Municipal Intermediate ETF made up 0.01% of Morse Asset Management's portfolio in Q3 2026, its #219 holding.
  • Morse Asset Management first reported a position in BNY Mellon Municipal Intermediate ETF in Q1 2026 and has held it in 3 quarters since.
  • Morse Asset Management's BNY Mellon Municipal Intermediate ETF position peaked at $62.2K in Q2 2026.
  • 50 funds tracked by Wall St. Rank held BNY Mellon Municipal Intermediate ETF as of Q3 2026.

Based on Morse Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.