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

Rossby 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 		$2.78K Buy
59
+11
+23% +$528 ﹤0.01% 1711
2025
Q4 		$2.31K Buy
48
+9
+23% +$435 ﹤0.01% 1330
2025
Q3 		$1.89K Sell
39
-296
-88% -$14.3K ﹤0.01% 1167
2025
Q2 		$16.2K Buy
+335
New +$15.8K 0.01% 696

Other funds holding BKHY

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rossby Financial's BKHY Position: Q1 2026 in Review

Rossby Financial increased its BNY Mellon High Yield Beta ETF (BKHY) stake by 23% in Q1 2026, buying an estimated $528 and bringing the position to 59 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Rossby Financial first reported a position in BKHY in Q2 2025 and has held it in 4 quarters since. The position peaked at $16.2K in Q2 2025. 43 funds tracked by Wall St. Rank hold BKHY as of Q1 2026.

  • Rossby Financial held 59 shares of BNY Mellon High Yield Beta ETF worth $2.78K as of Q1 2026.
  • Rossby Financial bought 11 BNY Mellon High Yield Beta ETF shares in Q1 2026, an estimated $528.
  • BNY Mellon High Yield Beta ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1711 holding.
  • Rossby Financial first reported a position in BNY Mellon High Yield Beta ETF in Q2 2025 and has held it in 4 quarters since.
  • Rossby Financial's BNY Mellon High Yield Beta ETF position peaked at $16.2K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.