Legacy Capital Group California’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Legacy Capital Group California’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	–	Sell	-4,430	Closed	-$213K	–	287
2025 Q4	$213K	Sell	4,430 -638	-13%	-$30.8K	0.05%	321
2025 Q3	$247K	Sell	5,068 -10	-0.2%	-$483	0.06%	304
2025 Q2	$245K	Sell	5,078 -407	-7%	-$19.3K	0.07%	294
2025 Q1	$261K	Sell	5,485 -7,848	-59%	-$377K	0.09%	263
2024 Q4	$636K	Sell	13,333 -142	-1%	-$6.86K	0.19%	145
2024 Q3	$658K	Buy	13,475 +5,699	+73%	+$273K	0.22%	136
2024 Q2	$367K	Sell	7,776 -490	-6%	-$23.1K	0.13%	202
2024 Q1	$394K	Buy	+8,266	New	+$391K	0.15%	193

Other funds holding BKHY

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 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

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Capital Group California's BKHY Position: Q1 2026 in Review

Legacy Capital Group California sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q1 2026, closing a stake of 4,430 shares — an estimated $213K sold.

Legacy Capital Group California first reported a position in BKHY in Q1 2024 and held it in 8 quarters. The position peaked at $658K in Q3 2024. 43 funds tracked by Wall St. Rank hold BKHY as of Q1 2026.

Legacy Capital Group California reported no remaining BNY Mellon High Yield Beta ETF position as of Q1 2026 after selling out during the quarter.
Legacy Capital Group California sold 4,430 BNY Mellon High Yield Beta ETF shares in Q1 2026, an estimated $213K.
Legacy Capital Group California first reported a position in BNY Mellon High Yield Beta ETF in Q1 2024 and held it in 8 quarters.
Legacy Capital Group California's BNY Mellon High Yield Beta ETF position peaked at $658K in Q3 2024.
43 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.