BWP
BKHY icon

Balboa Wealth Partners’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Balboa Wealth Partners’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
2023
Q2 		– Sell
-23,622
Closed -$1.12M – 304
2023
Q1 		$1.12M Buy
23,622
+879
+4% +$41.3K 0.42% 43
2022
Q4 		$1.05M Buy
+22,743
New +$1.05M 0.47% 50

Other funds holding BKHY

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Balboa Wealth Partners's BKHY Position: Q2 2023 in Review

Balboa Wealth Partners sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q2 2023, closing a stake of 23,622 shares — an estimated $1.12M sold.

Balboa Wealth Partners first reported a position in BKHY in Q4 2022 and held it in 2 quarters. The position peaked at $1.12M in Q1 2023. 28 funds tracked by Wall St. Rank hold BKHY as of Q2 2023.

  • Balboa Wealth Partners reported no remaining BNY Mellon High Yield Beta ETF position as of Q2 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 23,622 BNY Mellon High Yield Beta ETF shares in Q2 2023, an estimated $1.12M.
  • Balboa Wealth Partners first reported a position in BNY Mellon High Yield Beta ETF in Q4 2022 and held it in 2 quarters.
  • Balboa Wealth Partners's BNY Mellon High Yield Beta ETF position peaked at $1.12M in Q1 2023.
  • 28 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q2 2023.

Based on Balboa Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.