Crux Wealth Advisors’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Crux Wealth 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	$2.72M	Buy	57,059 +1,802	+3%	+$85.7K	0.94%	31
2026 Q1	$2.62M	Buy	55,257 +1,956	+4%	+$93.8K	1.01%	30
2025 Q4	$2.56M	Buy	53,301 +3,898	+8%	+$188K	0.95%	31
2025 Q3	$2.41M	Buy	49,403 +3,447	+8%	+$166K	0.95%	30
2025 Q2	$2.22M	Buy	45,956 +26,929	+142%	+$1.27M	0.94%	30
2025 Q1	$906K	Buy	+19,027	New	+$914K	0.47%	72

Other funds holding BKHY

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SIP

Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Crux Wealth Advisors's BKHY Position: Q2 2026 in Review

Crux Wealth Advisors increased its BNY Mellon High Yield Beta ETF (BKHY) stake by 3.3% in Q2 2026, buying an estimated $85.7K and bringing the position to 57,059 shares worth $2.72M. The position accounts for 0.94% of the portfolio, ranked #31.

Crux Wealth Advisors first reported a position in BKHY in Q1 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold BKHY as of Q2 2026.

Crux Wealth Advisors held 57,059 shares of BNY Mellon High Yield Beta ETF worth $2.72M as of Q2 2026.
Crux Wealth Advisors bought 1,802 BNY Mellon High Yield Beta ETF shares in Q2 2026, an estimated $85.7K.
BNY Mellon High Yield Beta ETF made up 0.94% of Crux Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Crux Wealth Advisors first reported a position in BNY Mellon High Yield Beta ETF in Q1 2025 and has held it in 6 quarters since.
10 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.