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

Pathway Financial Advisers’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
2023
Q1 		– Sell
-97
Closed -$4.47K – 500
2022
Q4 		$4.47K Buy
+97
New +$4.46K ﹤0.01% 495

Other funds holding BKHY

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pathway Financial Advisers's BKHY Position: Q1 2023 in Review

Pathway Financial Advisers sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q1 2023, closing a stake of 97 shares — an estimated $4.47K sold.

Pathway Financial Advisers first reported a position in BKHY in Q4 2022 and held it in 1 quarter. The position peaked at $4.47K in Q4 2022. 15 funds tracked by Wall St. Rank hold BKHY as of Q1 2023.

  • Pathway Financial Advisers reported no remaining BNY Mellon High Yield Beta ETF position as of Q1 2023 after selling out during the quarter.
  • Pathway Financial Advisers sold 97 BNY Mellon High Yield Beta ETF shares in Q1 2023, an estimated $4.47K.
  • Pathway Financial Advisers first reported a position in BNY Mellon High Yield Beta ETF in Q4 2022 and held it in 1 quarter.
  • Pathway Financial Advisers's BNY Mellon High Yield Beta ETF position peaked at $4.47K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.