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New Century Financial Group’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

New Century Financial Group’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
-17,067
Closed -$818K – 149
2024
Q4 		$818K Sell
17,067
-434
-2% -$20.9K 0.35% 76
2024
Q3 		$855K Buy
+17,501
New +$840K 0.31% 90

Other funds holding BKHY

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

New Century Financial Group's BKHY Position: Q1 2025 in Review

New Century Financial Group sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q1 2025, closing a stake of 17,067 shares — an estimated $818K sold.

New Century Financial Group first reported a position in BKHY in Q3 2024 and held it in 2 quarters. The position peaked at $855K in Q3 2024. 47 funds tracked by Wall St. Rank hold BKHY as of Q1 2025.

  • New Century Financial Group reported no remaining BNY Mellon High Yield Beta ETF position as of Q1 2025 after selling out during the quarter.
  • New Century Financial Group sold 17,067 BNY Mellon High Yield Beta ETF shares in Q1 2025, an estimated $818K.
  • New Century Financial Group first reported a position in BNY Mellon High Yield Beta ETF in Q3 2024 and held it in 2 quarters.
  • New Century Financial Group's BNY Mellon High Yield Beta ETF position peaked at $855K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.