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Impact Partnership Wealth’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Impact Partnership Wealth’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
-214
Closed -$10.2K – 263
2024
Q1 		$10.2K Hold
214
– – ﹤0.01% 445
2023
Q4 		$10.1K Sell
214
-11
-5% -$503 ﹤0.01% 496
2023
Q3 		$10.2K Buy
+225
New +$10.4K ﹤0.01% 591

Other funds holding BKHY

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 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

Impact Partnership Wealth's BKHY Position: Q2 2024 in Review

Impact Partnership Wealth sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q2 2024, closing a stake of 214 shares — an estimated $10.2K sold.

Impact Partnership Wealth first reported a position in BKHY in Q3 2023 and held it in 3 quarters. The position peaked at $10.2K in Q3 2023. 42 funds tracked by Wall St. Rank hold BKHY as of Q2 2024.

  • Impact Partnership Wealth reported no remaining BNY Mellon High Yield Beta ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 214 BNY Mellon High Yield Beta ETF shares in Q2 2024, an estimated $10.2K.
  • Impact Partnership Wealth first reported a position in BNY Mellon High Yield Beta ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's BNY Mellon High Yield Beta ETF position peaked at $10.2K in Q3 2023.
  • 42 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.