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
2026 Q2	$95	Buy	+2	New	+$95	﹤0.01%	931
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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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 $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Gravity Companies's BKHY Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in BNY Mellon High Yield Beta ETF (BKHY) in Q2 2026: 2 shares worth $95. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BKHY as recently as Q2 2025.

Financial Gravity Companies first reported a position in BKHY in Q3 2024 and has held it in 4 quarters since. The position peaked at $668 in Q4 2024. 41 funds tracked by Wall St. Rank hold BKHY as of Q2 2026.

Financial Gravity Companies held 2 shares of BNY Mellon High Yield Beta ETF worth $95 as of Q2 2026.
BNY Mellon High Yield Beta ETF was a new Financial Gravity Companies position in Q2 2026.
BNY Mellon High Yield Beta ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #931 holding.
Financial Gravity Companies first reported a position in BNY Mellon High Yield Beta ETF in Q3 2024 and has held it in 4 quarters since.
Financial Gravity Companies's BNY Mellon High Yield Beta ETF position peaked at $668 in Q4 2024.
41 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.