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 Q3	$43.3K	Buy	19,512 +3,309	+20%	+$7.78K	﹤0.01%	786
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%	+$6.64K	﹤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	$100K	Buy	+41,213	New	+$96.5K	﹤0.01%	966

Other funds holding DHF

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.72% 1-Year Est. Return

Avior Wealth Management's DHF Position: Q3 2026 in Review

Avior Wealth Management increased its BNY Mellon High Yield Strategies Fund (DHF) stake by 20% in Q3 2026, buying an estimated $7.78K and bringing the position to 19,512 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Avior Wealth Management first reported a position in DHF in Q1 2024 and has held it in 9 quarters since. The position peaked at $200K in Q3 2024. 40 funds tracked by Wall St. Rank hold DHF as of Q3 2026.

Avior Wealth Management held 19,512 shares of BNY Mellon High Yield Strategies Fund worth $43.3K as of Q3 2026.
Avior Wealth Management bought 3,309 BNY Mellon High Yield Strategies Fund shares in Q3 2026, an estimated $7.78K.
BNY Mellon High Yield Strategies Fund made up ﹤0.01% of Avior Wealth Management's portfolio in Q3 2026, its #786 holding.
Avior Wealth Management first reported a position in BNY Mellon High Yield Strategies Fund in Q1 2024 and has held it in 9 quarters since.
Avior Wealth Management's BNY Mellon High Yield Strategies Fund position peaked at $200K in Q3 2024.
40 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.