Fermata Advisors
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Fermata Advisors’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Fermata Advisors’s Portfolio DHF Stock Details DHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-17,167
Closed -$41.5K – 297
2026
Q2 		$41.5K Buy
+17,167
New +$41.5K 0.01% 275

Other funds holding DHF

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
Carter Financial Group
Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Hilltop National Bank
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fermata Advisors's DHF Position: Q3 2026 in Review

Fermata Advisors sold out of BNY Mellon High Yield Strategies Fund (DHF) in Q3 2026, closing a stake of 17,167 shares — an estimated $41.5K sold.

Fermata Advisors first reported a position in DHF in Q2 2026 and held it in 1 quarter. The position peaked at $41.5K in Q2 2026. 12 funds tracked by Wall St. Rank hold DHF as of Q3 2026.

  • Fermata Advisors reported no remaining BNY Mellon High Yield Strategies Fund position as of Q3 2026 after selling out during the quarter.
  • Fermata Advisors sold 17,167 BNY Mellon High Yield Strategies Fund shares in Q3 2026, an estimated $41.5K.
  • Fermata Advisors first reported a position in BNY Mellon High Yield Strategies Fund in Q2 2026 and held it in 1 quarter.
  • Fermata Advisors's BNY Mellon High Yield Strategies Fund position peaked at $41.5K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.