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

RPOA 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	$314M	Buy	6,312,334 +5,678,543	+896%	+$283M	13.75%	3
2025 Q4	$31.5M	Sell	633,791 -5,719	-0.9%	-$285K	0.8%	6
2025 Q3	$31.9M	Sell	639,510 -99,805	-13%	-$4.97M	0.81%	6
2025 Q2	$36.9M	Buy	739,315 +29,394	+4%	+$1.46M	0.98%	8
2025 Q1	$35.4M	Sell	709,921 -86,205	-11%	-$4.29M	0.96%	8
2024 Q4	$39.5M	Buy	796,126 +50,004	+7%	+$2.48M	1.07%	8
2024 Q3	$37.2M	Sell	746,122 -66,601	-8%	-$3.31M	0.99%	8
2024 Q2	$40.3M	Sell	812,723 -39,844	-5%	-$1.97M	1.14%	8
2024 Q1	$42.3M	Buy	852,567 +73,943	+9%	+$3.66M	1.2%	8
2023 Q4	$38.5M	Buy	+778,624	New	+$38.3M	1.15%	8

Other funds holding BKUI

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

WWM

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

RPOA Advisors's BKUI Position: Q1 2026 in Review

RPOA Advisors increased its BNY Mellon Ultra Short Income ETF (BKUI) stake by 896% in Q1 2026, buying an estimated $283M and bringing the position to 6,312,334 shares worth $314M. The position accounts for 13.75% of the portfolio, ranked #3.

RPOA Advisors first reported a position in BKUI in Q4 2023 and has held it in 10 quarters since. 31 funds tracked by Wall St. Rank hold BKUI as of Q1 2026.

RPOA Advisors held 6,312,334 shares of BNY Mellon Ultra Short Income ETF worth $314M as of Q1 2026.
RPOA Advisors bought 5,678,543 BNY Mellon Ultra Short Income ETF shares in Q1 2026, an estimated $283M.
BNY Mellon Ultra Short Income ETF made up 13.75% of RPOA Advisors's portfolio in Q1 2026, its #3 holding.
RPOA Advisors first reported a position in BNY Mellon Ultra Short Income ETF in Q4 2023 and has held it in 10 quarters since.
31 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q1 2026.

Based on RPOA Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.