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

Financial Gravity Companies’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
Q2 		$628 Buy
+13
New +$615 ﹤0.01% 840
2024
Q4 		$668 Buy
14
+1
+8% +$48 ﹤0.01% 843
2024
Q3 		$635 Buy
+13
New +$624 ﹤0.01% 568

Other funds holding BKHY

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Gravity Companies's BKHY Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in BNY Mellon High Yield Beta ETF (BKHY) in Q2 2025: 13 shares worth $628. The stake represents ﹤0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BKHY as recently as Q4 2024.

Financial Gravity Companies first reported a position in BKHY in Q3 2024 and has held it in 3 quarters since. The position peaked at $668 in Q4 2024. 50 funds tracked by Wall St. Rank hold BKHY as of Q2 2025.

  • Financial Gravity Companies held 13 shares of BNY Mellon High Yield Beta ETF worth $628 as of Q2 2025.
  • BNY Mellon High Yield Beta ETF was a new Financial Gravity Companies position in Q2 2025.
  • BNY Mellon High Yield Beta ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #840 holding.
  • Financial Gravity Companies first reported a position in BNY Mellon High Yield Beta ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's BNY Mellon High Yield Beta ETF position peaked at $668 in Q4 2024.
  • 50 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.