CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

CAPTRUST Financial Advisors’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
2026
Q2 		$587K Hold
12,331
– – ﹤0.01% 2065
2026
Q1 		$585K Buy
12,331
+509
+4% +$24.4K ﹤0.01% 1929
2025
Q4 		$568K Buy
11,822
+19
+0.2% +$918 ﹤0.01% 1820
2025
Q3 		$575K Buy
11,803
+6,599
+127% +$319K ﹤0.01% 1727
2025
Q2 		$251K Buy
+5,204
New +$246K ﹤0.01% 2149

Other funds holding BKHY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAPTRUST Financial Advisors's BKHY Position: Q2 2026 in Review

CAPTRUST Financial Advisors held its BNY Mellon High Yield Beta ETF (BKHY) position steady in Q2 2026 at 12,331 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

CAPTRUST Financial Advisors first reported a position in BKHY in Q2 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold BKHY as of Q2 2026.

  • CAPTRUST Financial Advisors held 12,331 shares of BNY Mellon High Yield Beta ETF worth $587K as of Q2 2026.
  • CAPTRUST Financial Advisors left its BNY Mellon High Yield Beta ETF share count unchanged in Q2 2026.
  • BNY Mellon High Yield Beta ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2065 holding.
  • CAPTRUST Financial Advisors first reported a position in BNY Mellon High Yield Beta ETF in Q2 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.