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Steward Partners Investment Advisory’s BNY Mellon Ultra Short Income ETF BKUI Stock Holding History

Steward Partners Investment Advisory’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 		$371K Sell
7,456
-6,273
-46% -$312K ﹤0.01% 1887
2026
Q1 		$683K Buy
+13,729
New +$684K ﹤0.01% 1362

Other funds holding BKUI

RA
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IA
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
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
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Steward Partners Investment Advisory's BKUI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its BNY Mellon Ultra Short Income ETF (BKUI) stake by 46% in Q2 2026, selling an estimated $312K and leaving 7,456 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Steward Partners Investment Advisory first reported a position in BKUI in Q1 2026 and has held it in 2 quarters since. The position peaked at $683K in Q1 2026. 38 funds tracked by Wall St. Rank hold BKUI as of Q2 2026.

  • Steward Partners Investment Advisory held 7,456 shares of BNY Mellon Ultra Short Income ETF worth $371K as of Q2 2026.
  • Steward Partners Investment Advisory sold 6,273 BNY Mellon Ultra Short Income ETF shares in Q2 2026, an estimated $312K.
  • BNY Mellon Ultra Short Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1887 holding.
  • Steward Partners Investment Advisory first reported a position in BNY Mellon Ultra Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's BNY Mellon Ultra Short Income ETF position peaked at $683K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.