HWAM
DHF

Hennion & Walsh Asset Management’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Hennion & Walsh Asset Management’s Portfolio DHF Stock Details DHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.53M Buy
1,872,844
+275,168
+17% +$666K 0.13% 207
2026
Q1 		$3.9M Buy
1,597,676
+112,303
+8% +$278K 0.13% 203
2025
Q4 		$3.68M Buy
1,485,373
+81,825
+6% +$208K 0.13% 203
2025
Q3 		$3.64M Buy
1,403,548
+180,667
+15% +$467K 0.13% 206
2025
Q2 		$3.18M Buy
1,222,881
+157,690
+15% +$390K 0.13% 206
2025
Q1 		$2.72M Buy
1,065,191
+186,058
+21% +$480K 0.12% 210
2024
Q4 		$2.24M Buy
879,133
+284,913
+48% +$743K 0.1% 258
2024
Q3 		$1.6M Buy
594,220
+173,152
+41% +$436K 0.07% 340
2024
Q2 		$1.01M Buy
421,068
+92,837
+28% +$220K 0.05% 416
2024
Q1 		$794K Buy
328,231
+109,707
+50% +$257K 0.04% 477
2023
Q4 		$500K Buy
218,524
+155,764
+248% +$343K 0.03% 547
2023
Q3 		$134K Buy
+62,760
New +$139K 0.01% 773

Other funds holding DHF

ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return