O'Shaughnessy Asset Management’s BNY Mellon Ultra Short Income ETF BKUI Stock Holding History

O'Shaughnessy Asset Management’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	$1M	Buy	+20,100	New	+$1M	0.01%	1184

Other funds holding BKUI

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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

O'Shaughnessy Asset Management's BKUI Position: Q1 2026 in Review

O'Shaughnessy Asset Management opened a new position in BNY Mellon Ultra Short Income ETF (BKUI) in Q1 2026: 20,100 shares worth $1M. The stake represents 0.01% of the portfolio and ranks #1184 among its holdings.

31 funds tracked by Wall St. Rank hold BKUI as of Q1 2026.

O'Shaughnessy Asset Management held 20,100 shares of BNY Mellon Ultra Short Income ETF worth $1M as of Q1 2026.
BNY Mellon Ultra Short Income ETF was a new O'Shaughnessy Asset Management position in Q1 2026.
BNY Mellon Ultra Short Income ETF made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1184 holding.
31 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.