Raymond James Financial
BKUI icon

Raymond James Financial’s BNY Mellon Ultra Short Income ETF BKUI Stock Holding History

Raymond James Financial’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 		$4.1M Buy
82,432
+18,343
+29% +$914K ﹤0.01% 2749
2025
Q4 		$3.19M Buy
64,089
+29,749
+87% +$1.48M ﹤0.01% 2881
2025
Q3 		$1.71M Buy
34,340
+31,564
+1,137% +$1.57M ﹤0.01% 3290
2025
Q2 		$138K Buy
+2,776
New +$138K ﹤0.01% 4705

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

Raymond James Financial's BKUI Position: Q1 2026 in Review

Raymond James Financial increased its BNY Mellon Ultra Short Income ETF (BKUI) stake by 29% in Q1 2026, buying an estimated $914K and bringing the position to 82,432 shares worth $4.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2749.

Raymond James Financial first reported a position in BKUI in Q2 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold BKUI as of Q1 2026.

  • Raymond James Financial held 82,432 shares of BNY Mellon Ultra Short Income ETF worth $4.1M as of Q1 2026.
  • Raymond James Financial bought 18,343 BNY Mellon Ultra Short Income ETF shares in Q1 2026, an estimated $914K.
  • BNY Mellon Ultra Short Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2749 holding.
  • Raymond James Financial first reported a position in BNY Mellon Ultra Short Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.