AWM
DHF

Avior Wealth Management’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Avior Wealth Management’s Portfolio DHF Stock Details DHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.2K Buy
16,203
+2,431
+18% +$5.88K ﹤0.01% 785
2026
Q1 		$33.6K Buy
13,772
+2,681
+24% +$6.63K ﹤0.01% 822
2025
Q4 		$27.5K Buy
+11,091
New +$28.1K ﹤0.01% 737
2025
Q2 		– Sell
-70,411
Closed -$180K – 707
2025
Q1 		$180K Buy
70,411
+729
+1% +$1.88K 0.01% 672
2024
Q4 		$178K Sell
69,682
-4,821
-6% -$12.6K 0.01% 736
2024
Q3 		$200K Buy
74,503
+25,231
+51% +$63.6K 0.01% 693
2024
Q2 		$119K Buy
49,272
+8,059
+20% +$19.1K 0.01% 807
2024
Q1 		$99.7K Buy
+41,213
New +$96.5K ﹤0.01% 966

Other funds holding DHF

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return