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 Q2	$1.24M	Sell	25,001 -2,145	-8%	-$107K	0.28%	85
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

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCG Wealth Advisors's BKUI Position: Q2 2026 in Review

PCG Wealth Advisors reduced its BNY Mellon Ultra Short Income ETF (BKUI) stake by 7.9% in Q2 2026, selling an estimated $107K and leaving 25,001 shares worth $1.24M. The position accounts for 0.28% of the portfolio, ranked #85.

PCG Wealth Advisors first reported a position in BKUI in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.96M in Q1 2025. 38 funds tracked by Wall St. Rank hold BKUI as of Q2 2026.

PCG Wealth Advisors held 25,001 shares of BNY Mellon Ultra Short Income ETF worth $1.24M as of Q2 2026.
PCG Wealth Advisors sold 2,145 BNY Mellon Ultra Short Income ETF shares in Q2 2026, an estimated $107K.
BNY Mellon Ultra Short Income ETF made up 0.28% of PCG Wealth Advisors's portfolio in Q2 2026, its #85 holding.
PCG Wealth Advisors first reported a position in BNY Mellon Ultra Short Income ETF in Q1 2025 and has held it in 5 quarters since.
PCG Wealth Advisors's BNY Mellon Ultra Short Income ETF position peaked at $2.96M in Q1 2025.
38 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.