LPL Financial
BKHY icon

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
Q2 		$3.67M Sell
77,173
-71,161
-48% -$3.38M ﹤0.01% 3086
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial's BKHY Position: Q2 2026 in Review

LPL Financial reduced its BNY Mellon High Yield Beta ETF (BKHY) stake by 48% in Q2 2026, selling an estimated $3.38M and leaving 77,173 shares worth $3.67M. The position accounts for ﹤0.01% of the portfolio, ranked #3086.

LPL Financial first reported a position in BKHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.03M in Q1 2026. 41 funds tracked by Wall St. Rank hold BKHY as of Q2 2026.

  • LPL Financial held 77,173 shares of BNY Mellon High Yield Beta ETF worth $3.67M as of Q2 2026.
  • LPL Financial sold 71,161 BNY Mellon High Yield Beta ETF shares in Q2 2026, an estimated $3.38M.
  • BNY Mellon High Yield Beta ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3086 holding.
  • LPL Financial first reported a position in BNY Mellon High Yield Beta ETF in Q1 2023 and has held it in 14 quarters since.
  • LPL Financial's BNY Mellon High Yield Beta ETF position peaked at $7.03M in Q1 2026.
  • 41 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.