Freedom Investment Management’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Freedom Investment 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
2025 Q3	–	Sell	-9,731	Closed	-$470K	–	212
2025 Q2	$470K	Sell	9,731 -3,401	-26%	-$161K	0.04%	463
2025 Q1	$625K	Buy	13,132 +605	+5%	+$29.1K	0.05%	359
2024 Q4	$597K	Sell	12,527 -3,918	-24%	-$189K	0.05%	370
2024 Q3	$803K	Sell	16,445 -804	-5%	-$38.6K	0.06%	306
2024 Q2	$814K	Buy	17,249 +4,686	+37%	+$220K	0.07%	289
2024 Q1	$599K	Sell	12,563 -6,015	-32%	-$285K	0.05%	396
2023 Q4	$880K	Buy	+18,578	New	+$850K	0.07%	284
2023 Q3	–	Sell	-39,078	Closed	-$1.82M	–	687
2023 Q2	$1.82M	Buy	+39,078	New	+$1.82M	0.2%	108

Other funds holding BKHY

RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return

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

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

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

OPAM

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

IWC

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

Freedom Investment Management's BKHY Position: Q3 2025 in Review

Freedom Investment Management sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q3 2025, closing a stake of 9,731 shares — an estimated $470K sold.

Freedom Investment Management first reported a position in BKHY in Q2 2023 and held it in 8 quarters. The position peaked at $1.82M in Q2 2023. 48 funds tracked by Wall St. Rank hold BKHY as of Q3 2025.

Freedom Investment Management reported no remaining BNY Mellon High Yield Beta ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 9,731 BNY Mellon High Yield Beta ETF shares in Q3 2025, an estimated $470K.
Freedom Investment Management first reported a position in BNY Mellon High Yield Beta ETF in Q2 2023 and held it in 8 quarters.
Freedom Investment Management's BNY Mellon High Yield Beta ETF position peaked at $1.82M in Q2 2023.
48 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.