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&Partners’s BNY Mellon Ultra Short Income ETF BKUI Stock Holding History

&Partners’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 		$679K Buy
13,645
+967
+8% +$48.2K ﹤0.01% 1522
2025
Q4 		$631K Sell
12,678
-4,239
-25% -$211K ﹤0.01% 1484
2025
Q3 		$845K Sell
16,917
-3,085
-15% -$154K 0.01% 1169
2025
Q2 		$998K Buy
20,002
+10,485
+110% +$521K 0.01% 976
2025
Q1 		$474K Buy
+9,517
New +$473K 0.01% 1157

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
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 $1.79B 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

&Partners's BKUI Position: Q1 2026 in Review

&Partners increased its BNY Mellon Ultra Short Income ETF (BKUI) stake by 7.6% in Q1 2026, buying an estimated $48.2K and bringing the position to 13,645 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

&Partners first reported a position in BKUI in Q1 2025 and has held it in 5 quarters since. The position peaked at $998K in Q2 2025. 31 funds tracked by Wall St. Rank hold BKUI as of Q1 2026.

  • &Partners held 13,645 shares of BNY Mellon Ultra Short Income ETF worth $679K as of Q1 2026.
  • &Partners bought 967 BNY Mellon Ultra Short Income ETF shares in Q1 2026, an estimated $48.2K.
  • BNY Mellon Ultra Short Income ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1522 holding.
  • &Partners first reported a position in BNY Mellon Ultra Short Income ETF in Q1 2025 and has held it in 5 quarters since.
  • &Partners's BNY Mellon Ultra Short Income ETF position peaked at $998K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.