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Concurrent Investment Advisors’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Concurrent Investment 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
2024
Q3 		– Sell
-4,516
Closed -$213K – 1101
2024
Q2 		$213K Buy
+4,516
New +$212K 0.01% 855

Other funds holding BKHY

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Concurrent Investment Advisors's BKHY Position: Q3 2024 in Review

Concurrent Investment Advisors sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q3 2024, closing a stake of 4,516 shares — an estimated $213K sold.

Concurrent Investment Advisors first reported a position in BKHY in Q2 2024 and held it in 1 quarter. The position peaked at $213K in Q2 2024. 45 funds tracked by Wall St. Rank hold BKHY as of Q3 2024.

  • Concurrent Investment Advisors reported no remaining BNY Mellon High Yield Beta ETF position as of Q3 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 4,516 BNY Mellon High Yield Beta ETF shares in Q3 2024, an estimated $213K.
  • Concurrent Investment Advisors first reported a position in BNY Mellon High Yield Beta ETF in Q2 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's BNY Mellon High Yield Beta ETF position peaked at $213K in Q2 2024.
  • 45 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q3 2024.

Based on Concurrent Investment Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.