QAM
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Q3 Asset Management’s BNY Mellon Ultra Short Income ETF BKUI Stock Holding History

Q3 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 		– Sell
-4,123
Closed -$205K – 66
2025
Q4 		$205K Buy
+4,123
New +$206K 0.05% 62

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
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return

Q3 Asset Management's BKUI Position: Q1 2026 in Review

Q3 Asset Management sold out of BNY Mellon Ultra Short Income ETF (BKUI) in Q1 2026, closing a stake of 4,123 shares — an estimated $205K sold.

Q3 Asset Management first reported a position in BKUI in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 31 funds tracked by Wall St. Rank hold BKUI as of Q1 2026.

  • Q3 Asset Management reported no remaining BNY Mellon Ultra Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • Q3 Asset Management sold 4,123 BNY Mellon Ultra Short Income ETF shares in Q1 2026, an estimated $205K.
  • Q3 Asset Management first reported a position in BNY Mellon Ultra Short Income ETF in Q4 2025 and held it in 1 quarter.
  • Q3 Asset Management's BNY Mellon Ultra Short Income ETF position peaked at $205K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q1 2026.

Based on Q3 Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.