NA
BKMS

NewEdge Advisors’s BNY Mellon Municipal Short Duration ETF BKMS Stock Holding History

NewEdge Advisors’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 		– Sell
-3,977
Closed -$101K – 4432
2026
Q1 		$101K Buy
+3,977
New +$102K ﹤0.01% 2750

Other funds holding BKMS

Bank of New York Mellon
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
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

NewEdge Advisors's BKMS Position: Q2 2026 in Review

NewEdge Advisors sold out of BNY Mellon Municipal Short Duration ETF (BKMS) in Q2 2026, closing a stake of 3,977 shares — an estimated $101K sold.

NewEdge Advisors first reported a position in BKMS in Q1 2026 and held it in 1 quarter. The position peaked at $101K in Q1 2026. 20 funds tracked by Wall St. Rank hold BKMS as of Q2 2026.

  • NewEdge Advisors reported no remaining BNY Mellon Municipal Short Duration ETF position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 3,977 BNY Mellon Municipal Short Duration ETF shares in Q2 2026, an estimated $101K.
  • NewEdge Advisors first reported a position in BNY Mellon Municipal Short Duration ETF in Q1 2026 and held it in 1 quarter.
  • NewEdge Advisors's BNY Mellon Municipal Short Duration ETF position peaked at $101K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held BNY Mellon Municipal Short Duration ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.