Financial Gravity Asset Management’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Financial Gravity Asset Management’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 Q1	$95	Hold	2	–	–	﹤0.01%	868
2025 Q4	$96	Sell	2 -11	-85%	-$531	﹤0.01%	680
2025 Q3	$633	Buy	+13	New	+$628	﹤0.01%	833
2025 Q1	$667	Buy	+14	New	+$672	﹤0.01%	912
2024 Q2	$47	Sell	1 -265	-100%	-$12.5K	﹤0.01%	1225
2024 Q1	$12.7K	Sell	266 -173	-39%	-$8.19K	﹤0.01%	666
2023 Q4	$19.5K	Buy	439 +37	+9%	+$1.69K	﹤0.01%	694
2023 Q3	$17.9K	Buy	402 +356	+774%	+$16.4K	﹤0.01%	554
2023 Q2	$25.7K	Buy	+46	New	+$2.14K	0.07%	126

Other funds holding BKHY

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

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

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

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

OPAM

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

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

IWC

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

SWP

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Gravity Asset Management's BKHY Position: Q1 2026 in Review

Financial Gravity Asset Management held its BNY Mellon High Yield Beta ETF (BKHY) position steady in Q1 2026 at 2 shares worth $95. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Financial Gravity Asset Management first reported a position in BKHY in Q2 2023 and has held it in 9 quarters since. The position peaked at $25.7K in Q2 2023. 43 funds tracked by Wall St. Rank hold BKHY as of Q1 2026.

Financial Gravity Asset Management held 2 shares of BNY Mellon High Yield Beta ETF worth $95 as of Q1 2026.
Financial Gravity Asset Management left its BNY Mellon High Yield Beta ETF share count unchanged in Q1 2026.
BNY Mellon High Yield Beta ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #868 holding.
Financial Gravity Asset Management first reported a position in BNY Mellon High Yield Beta ETF in Q2 2023 and has held it in 9 quarters since.
Financial Gravity Asset Management's BNY Mellon High Yield Beta ETF position peaked at $25.7K in Q2 2023.
43 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.