Triumph Capital Management BKUI β€” BNY MELLON ULTRA SHORT INCOME ETF

Ownership history in Triumph Capital Management  Β·  4 quarters on record

AI Ownership Summary

Triumph Capital Management reported BNY MELLON ULTRA SHORT INCOME ETF (BKUI) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows BKUI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BKUI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triumph Capital Management's position in BNY MELLON ULTRA SHORT INCOME ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BKUI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Triumph Capital Management held BKUI β€” position size vs. price
% of Fund (quarterly)    BKUI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 25 β€” 0% 0.00% $1K 2026-07-21 $49.67
2026 Q1 UNCHANGED β€” β€” β€” 25 β€” 0% 0.00% $1K 2026-05-13 $49.37
2025 Q4 UNCHANGED β€” β€” β€” 25 β€” 0% 0.00% $1K 2026-02-12 $49.04
2025 Q3 INITIATED β€” β€” β€” 25 β€” β€” 0.00% $1K 2025-11-17 $48.51

🏒 Other funds also holding BKUI

As of 2026 Q2 β€” sorted by position size

Elevated Financial Group LLC 0.57% FLAGSHIP HARBOR ADVISORS, LLC 3Y 7Y 0.02%

FAQ About Triumph Capital Management and BKUI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Triumph Capital Management reported owning BKUI?

Triumph Capital Management reported BKUI across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported BKUI position in Triumph Capital Management's portfolio?

The largest reported portfolio weight for BKUI was 0.00% in 2025 Q3.

What is the latest reported BKUI position on this page?

The most recent filing on this page is 2026 Q2, when Triumph Capital Management reported 25 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this BKUI ownership page compare?

The chart compares Triumph Capital Management's quarterly BKUI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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