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PCG Wealth Advisors’s BNY Mellon Ultra Short Income ETF BKUI Stock Holding History

PCG Wealth Advisors’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 		$1.35M Sell
27,146
-7,616
-22% -$379K 0.34% 78
2025
Q4 		$1.73M Buy
34,762
+423
+1% +$21.1K 0.49% 62
2025
Q3 		$1.71M Buy
+34,339
New +$1.71M 0.5% 60
2025
Q2 		– Sell
-59,304
Closed -$2.96M – 100
2025
Q1 		$2.96M Buy
+59,304
New +$2.95M 1.03% 31

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
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

PCG Wealth Advisors's BKUI Position: Q1 2026 in Review

PCG Wealth Advisors reduced its BNY Mellon Ultra Short Income ETF (BKUI) stake by 22% in Q1 2026, selling an estimated $379K and leaving 27,146 shares worth $1.35M. The position accounts for 0.34% of the portfolio, ranked #78.

PCG Wealth Advisors first reported a position in BKUI in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.96M in Q1 2025. 31 funds tracked by Wall St. Rank hold BKUI as of Q1 2026.

  • PCG Wealth Advisors held 27,146 shares of BNY Mellon Ultra Short Income ETF worth $1.35M as of Q1 2026.
  • PCG Wealth Advisors sold 7,616 BNY Mellon Ultra Short Income ETF shares in Q1 2026, an estimated $379K.
  • BNY Mellon Ultra Short Income ETF made up 0.34% of PCG Wealth Advisors's portfolio in Q1 2026, its #78 holding.
  • PCG Wealth Advisors first reported a position in BNY Mellon Ultra Short Income ETF in Q1 2025 and has held it in 4 quarters since.
  • PCG Wealth Advisors's BNY Mellon Ultra Short Income ETF position peaked at $2.96M in Q1 2025.
  • 31 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q1 2026.

Based on PCG Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.