PS
BKUI icon

Principal Securities’s BNY Mellon Ultra Short Income ETF BKUI Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-580
Closed -$29K – 1593
2025
Q3 		$29K Hold
580
– – ﹤0.01% 2234
2025
Q2 		$28.9K Hold
580
– – ﹤0.01% 2148
2025
Q1 		$28.8K Hold
580
– – ﹤0.01% 2015
2024
Q4 		$28.8K Hold
580
– – ﹤0.01% 2010
2024
Q3 		$28.9K Hold
580
– – ﹤0.01% 1936
2024
Q2 		$28.8K Buy
+580
New +$28.7K ﹤0.01% 1877

Other funds holding BKUI

TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 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
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
PWA
PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return
EFG
Elevated Financial Group Indianapolis, Indiana $365M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Principal Securities's BKUI Position: Q4 2025 in Review

Principal Securities sold out of BNY Mellon Ultra Short Income ETF (BKUI) in Q4 2025, closing a stake of 580 shares — an estimated $29K sold.

Principal Securities first reported a position in BKUI in Q2 2024 and held it in 6 quarters. The position peaked at $29K in Q3 2025. 27 funds tracked by Wall St. Rank hold BKUI as of Q4 2025.

  • Principal Securities reported no remaining BNY Mellon Ultra Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 580 BNY Mellon Ultra Short Income ETF shares in Q4 2025, an estimated $29K.
  • Principal Securities first reported a position in BNY Mellon Ultra Short Income ETF in Q2 2024 and held it in 6 quarters.
  • Principal Securities's BNY Mellon Ultra Short Income ETF position peaked at $29K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.