Trivium Point Advisory’s BNY Mellon Municipal Short Duration ETF BKMS Stock Holding History

Trivium Point Advisory’s Portfolio BKMS Stock Details BKMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$376K	Buy	14,733 +3,000	+26%	+$76.6K	0.03%	279
2026 Q1	$299K	Buy	+11,733	New	+$301K	0.05%	239

Other funds holding BKMS

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Trivium Point Advisory's BKMS Position: Q2 2026 in Review

Trivium Point Advisory increased its BNY Mellon Municipal Short Duration ETF (BKMS) stake by 26% in Q2 2026, buying an estimated $76.6K and bringing the position to 14,733 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #279.

Trivium Point Advisory first reported a position in BKMS in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold BKMS as of Q2 2026.

Trivium Point Advisory held 14,733 shares of BNY Mellon Municipal Short Duration ETF worth $376K as of Q2 2026.
Trivium Point Advisory bought 3,000 BNY Mellon Municipal Short Duration ETF shares in Q2 2026, an estimated $76.6K.
BNY Mellon Municipal Short Duration ETF made up 0.03% of Trivium Point Advisory's portfolio in Q2 2026, its #279 holding.
Trivium Point Advisory first reported a position in BNY Mellon Municipal Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
27 funds tracked by Wall St. Rank held BNY Mellon Municipal Short Duration ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.