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Keener Financial Planning’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Keener Financial Planning’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
Q1 		– Sell
-895
Closed -$42K – 190
2023
Q4 		$42K Buy
+895
New +$40.9K 0.03% 103

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Keener Financial Planning's BKHY Position: Q1 2024 in Review

Keener Financial Planning sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q1 2024, closing a stake of 895 shares — an estimated $42K sold.

Keener Financial Planning first reported a position in BKHY in Q4 2023 and held it in 1 quarter. The position peaked at $42K in Q4 2023. 43 funds tracked by Wall St. Rank hold BKHY as of Q1 2024.

  • Keener Financial Planning reported no remaining BNY Mellon High Yield Beta ETF position as of Q1 2024 after selling out during the quarter.
  • Keener Financial Planning sold 895 BNY Mellon High Yield Beta ETF shares in Q1 2024, an estimated $42K.
  • Keener Financial Planning first reported a position in BNY Mellon High Yield Beta ETF in Q4 2023 and held it in 1 quarter.
  • Keener Financial Planning's BNY Mellon High Yield Beta ETF position peaked at $42K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q1 2024.

Based on Keener Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.