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 Q1	$299K	Buy	+11,733	New	+$301K	0.05%	239

Other funds holding BKMS

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCG

Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

LWM

Lyell Wealth Management Menlo Park, California $1.36B AUM 28.91% 1-Year Est. Return

Trivium Point Advisory's BKMS Position: Q1 2026 in Review

Trivium Point Advisory opened a new position in BNY Mellon Municipal Short Duration ETF (BKMS) in Q1 2026: 11,733 shares worth $299K. The stake represents 0.05% of the portfolio and ranks #239 among its holdings.

16 funds tracked by Wall St. Rank hold BKMS as of Q1 2026.

Trivium Point Advisory held 11,733 shares of BNY Mellon Municipal Short Duration ETF worth $299K as of Q1 2026.
BNY Mellon Municipal Short Duration ETF was a new Trivium Point Advisory position in Q1 2026.
BNY Mellon Municipal Short Duration ETF made up 0.05% of Trivium Point Advisory's portfolio in Q1 2026, its #239 holding.
16 funds tracked by Wall St. Rank held BNY Mellon Municipal Short Duration ETF as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.