Envestnet Portfolio Solutions’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q3	–	Sell	-7,607	Closed	-$367K	–	1458
2025 Q2	$367K	Sell	7,607 -13,604	-64%	-$644K	﹤0.01%	1250
2025 Q1	$1.01M	Buy	21,211 +72	+0.3%	+$3.46K	﹤0.01%	786
2024 Q4	$1.01M	Sell	21,139 -7,485	-26%	-$361K	﹤0.01%	918
2024 Q3	$1.4M	Buy	28,624 +2,435	+9%	+$117K	﹤0.01%	785
2024 Q2	$1.24M	Buy	26,189 +6,514	+33%	+$306K	﹤0.01%	790
2024 Q1	$938K	Buy	19,675 +2,636	+15%	+$125K	﹤0.01%	862
2023 Q4	$807K	Buy	+17,039	New	+$779K	﹤0.01%	859

Other funds holding BKHY

RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OPAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $315M AUM 38.29% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Envestnet Portfolio Solutions's BKHY Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q3 2025, closing a stake of 7,607 shares — an estimated $367K sold.

Envestnet Portfolio Solutions first reported a position in BKHY in Q4 2023 and held it in 7 quarters. The position peaked at $1.4M in Q3 2024. 48 funds tracked by Wall St. Rank hold BKHY as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining BNY Mellon High Yield Beta ETF position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 7,607 BNY Mellon High Yield Beta ETF shares in Q3 2025, an estimated $367K.
Envestnet Portfolio Solutions first reported a position in BNY Mellon High Yield Beta ETF in Q4 2023 and held it in 7 quarters.
Envestnet Portfolio Solutions's BNY Mellon High Yield Beta ETF position peaked at $1.4M in Q3 2024.
48 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.