Atria Wealth Solutions’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Atria Wealth Solutions’s Portfolio BKHY Stock Details BKHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$228K	Sell	4,723 -9,006	-66%	-$426K	0.01%	1304
2025 Q1	$654K	Sell	13,729 -426	-3%	-$20.5K	0.01%	1066
2024 Q4	$680K	Sell	14,155 -9,933	-41%	-$479K	0.01%	1095
2024 Q3	$1.18M	Buy	24,088 +2,286	+10%	+$110K	0.01%	852
2024 Q2	$1.03M	Buy	21,802 +5,524	+34%	+$260K	0.01%	890
2024 Q1	$776K	Buy	16,278 +2,268	+16%	+$107K	0.01%	1030
2023 Q4	$666K	Buy	+14,010	New	+$641K	0.01%	1061
2023 Q3	–	Sell	-27,350	Closed	-$1.27M	–	1876
2023 Q2	$1.27M	Buy	+27,350	New	+$1.27M	0.02%	744

Other funds holding BKHY

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Wealth Solutions's BKHY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its BNY Mellon High Yield Beta ETF (BKHY) stake by 66% in Q2 2025, selling an estimated $426K and leaving 4,723 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #1304.

Atria Wealth Solutions first reported a position in BKHY in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.27M in Q2 2023. 50 funds tracked by Wall St. Rank hold BKHY as of Q2 2025.

Atria Wealth Solutions held 4,723 shares of BNY Mellon High Yield Beta ETF worth $228K as of Q2 2025.
Atria Wealth Solutions sold 9,006 BNY Mellon High Yield Beta ETF shares in Q2 2025, an estimated $426K.
BNY Mellon High Yield Beta ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1304 holding.
Atria Wealth Solutions first reported a position in BNY Mellon High Yield Beta ETF in Q2 2023 and has held it in 8 quarters since.
Atria Wealth Solutions's BNY Mellon High Yield Beta ETF position peaked at $1.27M in Q2 2023.
50 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.