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Integrated Wealth Concepts’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Integrated Wealth Concepts’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
Q1 		$3.04M Buy
64,065
+2,428
+4% +$116K 0.02% 597
2025
Q4 		$2.96M Sell
61,637
-10,989
-15% -$531K 0.04% 430
2025
Q3 		$3.54M Buy
72,626
+1,022
+1% +$49.4K 0.03% 479
2025
Q2 		$3.46M Sell
71,604
-5,769
-7% -$273K 0.03% 446
2025
Q1 		$3.69M Sell
77,373
-840
-1% -$40.3K 0.04% 386
2024
Q4 		$3.73M Buy
78,213
+20,125
+35% +$971K 0.04% 359
2024
Q3 		$2.84M Buy
58,088
+21,096
+57% +$1.01M 0.03% 446
2024
Q2 		$1.74M Sell
36,992
-103,405
-74% -$4.87M 0.02% 559
2024
Q1 		$6.69M Buy
140,397
+3,355
+2% +$159K 0.1% 228
2023
Q4 		$6.49M Sell
137,042
-13,178
-9% -$603K 0.11% 202
2023
Q3 		$6.84M Buy
150,220
+48,786
+48% +$2.25M 0.12% 186
2023
Q2 		$4.71M Buy
101,434
+14,449
+17% +$672K 0.08% 239
2023
Q1 		$4.12M Buy
86,985
+11,541
+15% +$542K 0.08% 227
2022
Q4 		$3.47M Buy
+75,444
New +$3.47M 0.09% 208

Other funds holding BKHY

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Integrated Wealth Concepts's BKHY Position: Q1 2026 in Review

Integrated Wealth Concepts increased its BNY Mellon High Yield Beta ETF (BKHY) stake by 3.9% in Q1 2026, buying an estimated $116K and bringing the position to 64,065 shares worth $3.04M. The position accounts for 0.02% of the portfolio, ranked #597.

Integrated Wealth Concepts first reported a position in BKHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.84M in Q3 2023. 43 funds tracked by Wall St. Rank hold BKHY as of Q1 2026.

  • Integrated Wealth Concepts held 64,065 shares of BNY Mellon High Yield Beta ETF worth $3.04M as of Q1 2026.
  • Integrated Wealth Concepts bought 2,428 BNY Mellon High Yield Beta ETF shares in Q1 2026, an estimated $116K.
  • BNY Mellon High Yield Beta ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #597 holding.
  • Integrated Wealth Concepts first reported a position in BNY Mellon High Yield Beta ETF in Q4 2022 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's BNY Mellon High Yield Beta ETF position peaked at $6.84M in Q3 2023.
  • 43 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.