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Fulcrum Equity Management’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Fulcrum Equity 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
-8,944
Closed -$432K – 97
2025
Q2 		$432K Sell
8,944
-358
-4% -$16.9K 0.44% 56
2025
Q1 		$443K Sell
9,302
-1,624
-15% -$78K 0.48% 52
2024
Q4 		$521K Sell
10,926
-1,145
-9% -$55.3K 0.52% 61
2024
Q3 		$590K Buy
12,071
+178
+1% +$8.54K 0.5% 62
2024
Q2 		$561K Buy
11,893
+1,636
+16% +$77K 0.5% 67
2024
Q1 		$489K Sell
10,257
-2,652
-21% -$126K 0.58% 56
2023
Q4 		$611K Buy
+12,909
New +$590K 0.76% 30
2023
Q3 		– Sell
-29,866
Closed -$1.39M – 97
2023
Q2 		$1.39M Buy
+29,866
New +$1.39M 1.61% 18

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
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 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
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $315M AUM 38.29% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Fulcrum Equity Management's BKHY Position: Q3 2025 in Review

Fulcrum Equity Management sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q3 2025, closing a stake of 8,944 shares — an estimated $432K sold.

Fulcrum Equity Management first reported a position in BKHY in Q2 2023 and held it in 8 quarters. The position peaked at $1.39M in Q2 2023. 48 funds tracked by Wall St. Rank hold BKHY as of Q3 2025.

  • Fulcrum Equity Management reported no remaining BNY Mellon High Yield Beta ETF position as of Q3 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 8,944 BNY Mellon High Yield Beta ETF shares in Q3 2025, an estimated $432K.
  • Fulcrum Equity Management first reported a position in BNY Mellon High Yield Beta ETF in Q2 2023 and held it in 8 quarters.
  • Fulcrum Equity Management's BNY Mellon High Yield Beta ETF position peaked at $1.39M in Q2 2023.
  • 48 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q3 2025.

Based on Fulcrum Equity Management's 13F filing for Q3 2025, filed 6 Jan 2026.