CAPTRUST Financial Advisors
BKHY icon

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
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 $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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 $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors's BKHY Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its BNY Mellon High Yield Beta ETF (BKHY) stake by 4.3% in Q1 2026, buying an estimated $24.4K and bringing the position to 12,331 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

CAPTRUST Financial Advisors first reported a position in BKHY in Q2 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold BKHY as of Q1 2026.

  • CAPTRUST Financial Advisors held 12,331 shares of BNY Mellon High Yield Beta ETF worth $585K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 509 BNY Mellon High Yield Beta ETF shares in Q1 2026, an estimated $24.4K.
  • BNY Mellon High Yield Beta ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1929 holding.
  • CAPTRUST Financial Advisors first reported a position in BNY Mellon High Yield Beta ETF in Q2 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.