Carson Wealth (CWM LLC)’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Carson Wealth (CWM LLC)’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	$1.47K	Buy	+31	New	+$1.49K	﹤0.01%	5335
2025 Q2	–	Sell	-318	Closed	-$15K	–	5119
2025 Q1	$15K	Hold	318	–	–	﹤0.01%	3861
2024 Q4	$15K	Hold	318	–	–	﹤0.01%	3618
2024 Q3	$16K	Hold	318	–	–	﹤0.01%	3489
2024 Q2	$15K	Sell	318 -121	-28%	-$5.69K	﹤0.01%	3289
2024 Q1	$21K	Buy	+439	New	+$20.8K	﹤0.01%	2857

Other funds holding BKHY

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BKHY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in BNY Mellon High Yield Beta ETF (BKHY) in Q1 2026: 31 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #5335 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in BKHY as recently as Q1 2025.

Carson Wealth (CWM LLC) first reported a position in BKHY in Q1 2024 and has held it in 6 quarters since. The position peaked at $21K in Q1 2024. 43 funds tracked by Wall St. Rank hold BKHY as of Q1 2026.

Carson Wealth (CWM LLC) held 31 shares of BNY Mellon High Yield Beta ETF worth $1.47K as of Q1 2026.
BNY Mellon High Yield Beta ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
BNY Mellon High Yield Beta ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5335 holding.
Carson Wealth (CWM LLC) first reported a position in BNY Mellon High Yield Beta ETF in Q1 2024 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s BNY Mellon High Yield Beta ETF position peaked at $21K in Q1 2024.
43 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.