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

WealthCare Investment Partners’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 		$330K Sell
6,629
-861
-11% -$42.9K 0.09% 146
2025
Q4 		$373K Buy
+7,490
New +$373K 0.11% 136

Other funds holding BKUI

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
EFG
Elevated Financial Group Indianapolis, Indiana $365M AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Wells Fargo
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

WealthCare Investment Partners's BKUI Position: Q1 2026 in Review

WealthCare Investment Partners reduced its BNY Mellon Ultra Short Income ETF (BKUI) stake by 11% in Q1 2026, selling an estimated $42.9K and leaving 6,629 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #146.

WealthCare Investment Partners first reported a position in BKUI in Q4 2025 and has held it in 2 quarters since. The position peaked at $373K in Q4 2025. 31 funds tracked by Wall St. Rank hold BKUI as of Q1 2026.

  • WealthCare Investment Partners held 6,629 shares of BNY Mellon Ultra Short Income ETF worth $330K as of Q1 2026.
  • WealthCare Investment Partners sold 861 BNY Mellon Ultra Short Income ETF shares in Q1 2026, an estimated $42.9K.
  • BNY Mellon Ultra Short Income ETF made up 0.09% of WealthCare Investment Partners's portfolio in Q1 2026, its #146 holding.
  • WealthCare Investment Partners first reported a position in BNY Mellon Ultra Short Income ETF in Q4 2025 and has held it in 2 quarters since.
  • WealthCare Investment Partners's BNY Mellon Ultra Short Income ETF position peaked at $373K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.