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ICA Group Wealth Management’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

ICA Group Wealth 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
2024
Q2 		– Sell
-17
Closed -$810 – 837
2024
Q1 		$810 Buy
+17
New +$805 ﹤0.01% 1255

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

ICA Group Wealth Management's BKHY Position: Q2 2024 in Review

ICA Group Wealth Management sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q2 2024, closing a stake of 17 shares — an estimated $810 sold.

ICA Group Wealth Management first reported a position in BKHY in Q1 2024 and held it in 1 quarter. The position peaked at $810 in Q1 2024. 42 funds tracked by Wall St. Rank hold BKHY as of Q2 2024.

  • ICA Group Wealth Management reported no remaining BNY Mellon High Yield Beta ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 17 BNY Mellon High Yield Beta ETF shares in Q2 2024, an estimated $810.
  • ICA Group Wealth Management first reported a position in BNY Mellon High Yield Beta ETF in Q1 2024 and held it in 1 quarter.
  • ICA Group Wealth Management's BNY Mellon High Yield Beta ETF position peaked at $810 in Q1 2024.
  • 42 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.