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

LPL Financial’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	$7.03M	Buy	148,334 +36,499	+33%	+$1.75M	﹤0.01%	2324
2025 Q4	$5.38M	Sell	111,835 -11,087	-9%	-$535K	﹤0.01%	2474
2025 Q3	$5.99M	Buy	122,922 +18,610	+18%	+$899K	﹤0.01%	2307
2025 Q2	$5.04M	Buy	104,312 +1,726	+2%	+$81.7K	﹤0.01%	2299
2025 Q1	$4.89M	Buy	102,586 +9,641	+10%	+$463K	﹤0.01%	2165
2024 Q4	$4.43M	Buy	92,945 +4,697	+5%	+$227K	﹤0.01%	2176
2024 Q3	$4.31M	Buy	88,248 +66,779	+311%	+$3.2M	﹤0.01%	2115
2024 Q2	$1.01M	Buy	21,469 +6,031	+39%	+$284K	﹤0.01%	3244
2024 Q1	$736K	Sell	15,438 -34,910	-69%	-$1.65M	﹤0.01%	3446
2023 Q4	$2.38M	Buy	50,348 +1,602	+3%	+$73.3K	﹤0.01%	2266
2023 Q3	$2.22M	Sell	48,746 -4,263	-8%	-$197K	﹤0.01%	2209
2023 Q2	$2.46M	Buy	53,009 +15,241	+40%	+$708K	﹤0.01%	2067
2023 Q1	$1.79M	Buy	+37,768	New	+$1.77M	﹤0.01%	2233

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 $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 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial's BKHY Position: Q1 2026 in Review

LPL Financial increased its BNY Mellon High Yield Beta ETF (BKHY) stake by 33% in Q1 2026, buying an estimated $1.75M and bringing the position to 148,334 shares worth $7.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

LPL Financial first reported a position in BKHY in Q1 2023 and has held it in 13 quarters since. 43 funds tracked by Wall St. Rank hold BKHY as of Q1 2026.

LPL Financial held 148,334 shares of BNY Mellon High Yield Beta ETF worth $7.03M as of Q1 2026.
LPL Financial bought 36,499 BNY Mellon High Yield Beta ETF shares in Q1 2026, an estimated $1.75M.
BNY Mellon High Yield Beta ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2324 holding.
LPL Financial first reported a position in BNY Mellon High Yield Beta ETF in Q1 2023 and has held it in 13 quarters since.
43 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.