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IFP Advisors’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

IFP Advisors’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
2026
Q2 		– Sell
-205
Closed -$9.72K – 5143
2026
Q1 		$9.72K Sell
205
-5,893
-97% -$283K ﹤0.01% 3158
2025
Q4 		$293K Sell
6,098
-787
-11% -$38K 0.01% 1178
2025
Q3 		$335K Sell
6,885
-2,227
-24% -$108K 0.01% 1032
2025
Q2 		$440K Buy
9,112
+1,741
+24% +$82.4K 0.01% 889
2025
Q1 		$351K Buy
7,371
+938
+15% +$45K 0.01% 915
2024
Q4 		$307K Buy
6,433
+153
+2% +$7.39K 0.01% 929
2024
Q3 		$307K Buy
6,280
+1,577
+34% +$75.7K 0.01% 887
2024
Q2 		$222K Buy
4,703
+1,082
+30% +$50.9K 0.01% 998
2024
Q1 		$173K Buy
3,621
+426
+13% +$20.2K 0.01% 1069
2023
Q4 		$151K Sell
3,195
-2,246
-41% -$103K 0.01% 1087
2023
Q3 		$248K Sell
5,441
-817
-13% -$37.7K 0.01% 868
2023
Q2 		$291K Buy
6,258
+1,579
+34% +$73.4K 0.01% 849
2023
Q1 		$234K Buy
4,679
+4,064
+661% +$191K 0.01% 886
2022
Q4 		$31K Buy
+615
New +$28.3K ﹤0.01% 2565

Other funds holding BKHY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFP Advisors's BKHY Position: Q2 2026 in Review

IFP Advisors sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q2 2026, closing a stake of 205 shares — an estimated $9.72K sold.

IFP Advisors first reported a position in BKHY in Q4 2022 and held it in 14 quarters. The position peaked at $440K in Q2 2025. 41 funds tracked by Wall St. Rank hold BKHY as of Q2 2026.

  • IFP Advisors reported no remaining BNY Mellon High Yield Beta ETF position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 205 BNY Mellon High Yield Beta ETF shares in Q2 2026, an estimated $9.72K.
  • IFP Advisors first reported a position in BNY Mellon High Yield Beta ETF in Q4 2022 and held it in 14 quarters.
  • IFP Advisors's BNY Mellon High Yield Beta ETF position peaked at $440K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.