UBS Group
BKUI icon

UBS Group’s BNY Mellon Ultra Short Income ETF BKUI Stock Holding History

UBS Group’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
2025
Q4 		– Sell
-1,102
Closed -$55K – 10525
2025
Q3 		$55K Buy
+1,102
New +$54.9K ﹤0.01% 7494
2025
Q2 		– Sell
-7,904
Closed -$394K – 10268
2025
Q1 		$394K Buy
7,904
+6,820
+629% +$339K ﹤0.01% 6040
2024
Q4 		$53.7K Buy
1,084
+881
+434% +$43.8K ﹤0.01% 7256
2024
Q3 		$10.1K Buy
+203
New +$10.1K ﹤0.01% 7744
2023
Q2 		– Sell
-1
Closed -$49 – 8940
2023
Q1 		$49 Sell
1
-137
-99% -$6.71K ﹤0.01% 9341
2022
Q4 		$6.74K Buy
+138
New +$6.74K ﹤0.01% 8990
2022
Q3 		– Sell
-557
Closed -$27K – 10338
2022
Q2 		$27K Sell
557
-11
-2% -$540 ﹤0.01% 6499
2022
Q1 		$28K Sell
568
-1
-0.2% -$50 ﹤0.01% 7061
2021
Q4 		$28K Buy
+569
New +$28.4K ﹤0.01% 7450

Other funds holding BKUI

TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
PWA
PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return
EFG
Elevated Financial Group Indianapolis, Indiana $365M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group's BKUI Position: Q4 2025 in Review

UBS Group sold out of BNY Mellon Ultra Short Income ETF (BKUI) in Q4 2025, closing a stake of 1,102 shares — an estimated $55K sold.

UBS Group first reported a position in BKUI in Q4 2021 and held it in 9 quarters. The position peaked at $394K in Q1 2025. 27 funds tracked by Wall St. Rank hold BKUI as of Q4 2025.

  • UBS Group reported no remaining BNY Mellon Ultra Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 1,102 BNY Mellon Ultra Short Income ETF shares in Q4 2025, an estimated $55K.
  • UBS Group first reported a position in BNY Mellon Ultra Short Income ETF in Q4 2021 and held it in 9 quarters.
  • UBS Group's BNY Mellon Ultra Short Income ETF position peaked at $394K in Q1 2025.
  • 27 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.