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Western Wealth Management’s BNY Mellon Ultra Short Income ETF BKUI Stock Holding History

Western Wealth Management’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 		$1.15M Buy
23,000
+3,436
+18% +$171K 0.04% 403
2025
Q4 		$973K Buy
+19,564
New +$975K 0.04% 358

Other funds holding BKUI

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 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 $1.56B AUM 31.38% 1-Year Est. Return
EFG
Elevated Financial Group Indianapolis, Indiana $308M AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 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

Western Wealth Management's BKUI Position: Q1 2026 in Review

Western Wealth Management increased its BNY Mellon Ultra Short Income ETF (BKUI) stake by 18% in Q1 2026, buying an estimated $171K and bringing the position to 23,000 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #403.

Western Wealth Management first reported a position in BKUI in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold BKUI as of Q1 2026.

  • Western Wealth Management held 23,000 shares of BNY Mellon Ultra Short Income ETF worth $1.15M as of Q1 2026.
  • Western Wealth Management bought 3,436 BNY Mellon Ultra Short Income ETF shares in Q1 2026, an estimated $171K.
  • BNY Mellon Ultra Short Income ETF made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #403 holding.
  • Western Wealth Management first reported a position in BNY Mellon Ultra Short Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.