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Family Investment Center’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Family Investment Center’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
Q1 		– Sell
-4,371
Closed -$207K – 82
2023
Q4 		$207K Buy
+4,371
New +$200K 0.1% 71

Other funds holding BKHY

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Family Investment Center's BKHY Position: Q1 2024 in Review

Family Investment Center sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q1 2024, closing a stake of 4,371 shares — an estimated $207K sold.

Family Investment Center first reported a position in BKHY in Q4 2023 and held it in 1 quarter. The position peaked at $207K in Q4 2023. 43 funds tracked by Wall St. Rank hold BKHY as of Q1 2024.

  • Family Investment Center reported no remaining BNY Mellon High Yield Beta ETF position as of Q1 2024 after selling out during the quarter.
  • Family Investment Center sold 4,371 BNY Mellon High Yield Beta ETF shares in Q1 2024, an estimated $207K.
  • Family Investment Center first reported a position in BNY Mellon High Yield Beta ETF in Q4 2023 and held it in 1 quarter.
  • Family Investment Center's BNY Mellon High Yield Beta ETF position peaked at $207K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q1 2024.

Based on Family Investment Center's 13F filing for Q1 2024, filed 22 Apr 2024.