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Kestra Investment Management’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-45
Closed -$2.15K – 949
2024
Q4 		$2.15K Buy
+45
New +$2.17K ﹤0.01% 1023

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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

Kestra Investment Management's BKHY Position: Q1 2025 in Review

Kestra Investment Management sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q1 2025, closing a stake of 45 shares — an estimated $2.15K sold.

Kestra Investment Management first reported a position in BKHY in Q4 2024 and held it in 1 quarter. The position peaked at $2.15K in Q4 2024. 47 funds tracked by Wall St. Rank hold BKHY as of Q1 2025.

  • Kestra Investment Management reported no remaining BNY Mellon High Yield Beta ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 45 BNY Mellon High Yield Beta ETF shares in Q1 2025, an estimated $2.15K.
  • Kestra Investment Management first reported a position in BNY Mellon High Yield Beta ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's BNY Mellon High Yield Beta ETF position peaked at $2.15K in Q4 2024.
  • 47 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.