Focus Partners Wealth
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Focus Partners Wealth’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Focus Partners Wealth’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
Q4 		– Sell
-30,835
Closed -$3.25M – 1909
2024
Q3 		$3.25M Buy
+30,835
New +$1.48M 0.01% 664

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

Focus Partners Wealth's BKHY Position: Q4 2024 in Review

Focus Partners Wealth sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q4 2024, closing a stake of 30,835 shares — an estimated $3.25M sold.

Focus Partners Wealth first reported a position in BKHY in Q3 2024 and held it in 1 quarter. The position peaked at $3.25M in Q3 2024. 54 funds tracked by Wall St. Rank hold BKHY as of Q4 2024.

  • Focus Partners Wealth reported no remaining BNY Mellon High Yield Beta ETF position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 30,835 BNY Mellon High Yield Beta ETF shares in Q4 2024, an estimated $3.25M.
  • Focus Partners Wealth first reported a position in BNY Mellon High Yield Beta ETF in Q3 2024 and held it in 1 quarter.
  • Focus Partners Wealth's BNY Mellon High Yield Beta ETF position peaked at $3.25M in Q3 2024.
  • 54 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.