Northwestern Mutual Wealth Management’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Northwestern Mutual Wealth 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
2026 Q2	–	Sell	-167	Closed	-$7.92K	–	4114
2026 Q1	$7.92K	Buy	+167	New	+$8.01K	﹤0.01%	3155
2023 Q3	–	Sell	-671	Closed	-$31.2K	–	3296
2023 Q2	$31.2K	Buy	+671	New	+$31.2K	﹤0.01%	2156

Other funds holding BKHY

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

SWP

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management's BKHY Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q2 2026, closing a stake of 167 shares — an estimated $7.92K sold.

Northwestern Mutual Wealth Management first reported a position in BKHY in Q2 2023 and held it in 2 quarters. The position peaked at $31.2K in Q2 2023. 41 funds tracked by Wall St. Rank hold BKHY as of Q2 2026.

Northwestern Mutual Wealth Management reported no remaining BNY Mellon High Yield Beta ETF position as of Q2 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 167 BNY Mellon High Yield Beta ETF shares in Q2 2026, an estimated $7.92K.
Northwestern Mutual Wealth Management first reported a position in BNY Mellon High Yield Beta ETF in Q2 2023 and held it in 2 quarters.
Northwestern Mutual Wealth Management's BNY Mellon High Yield Beta ETF position peaked at $31.2K in Q2 2023.
41 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.