Sellwood Investment Partners’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Sellwood Investment Partners’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	$1.2M	Buy	25,225 +2,155	+9%	+$102K	0.42%	27
2026 Q1	$1.09M	Buy	23,070 +36	+0.2%	+$1.73K	0.43%	27
2025 Q4	$1.11M	Buy	23,034 +3,667	+19%	+$177K	0.43%	26
2025 Q3	$943K	Buy	19,367 +1,801	+10%	+$87K	0.38%	29
2025 Q2	$848K	Buy	17,566 +35	+0.2%	+$1.66K	0.41%	22
2025 Q1	$835K	Buy	17,531 +33	+0.2%	+$1.58K	0.44%	19
2024 Q4	$834K	Buy	+17,498	New	+$845K	0.45%	17

Other funds holding BKHY

Bank of New York Mellon New York $609B AUM 40.19% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sellwood Investment Partners's BKHY Position: Q2 2026 in Review

Sellwood Investment Partners increased its BNY Mellon High Yield Beta ETF (BKHY) stake by 9.3% in Q2 2026, buying an estimated $102K and bringing the position to 25,225 shares worth $1.2M. The position accounts for 0.42% of the portfolio, ranked #27.

Sellwood Investment Partners first reported a position in BKHY in Q4 2024 and has held it in 7 quarters since. 23 funds tracked by Wall St. Rank hold BKHY as of Q2 2026.

Sellwood Investment Partners held 25,225 shares of BNY Mellon High Yield Beta ETF worth $1.2M as of Q2 2026.
Sellwood Investment Partners bought 2,155 BNY Mellon High Yield Beta ETF shares in Q2 2026, an estimated $102K.
BNY Mellon High Yield Beta ETF made up 0.42% of Sellwood Investment Partners's portfolio in Q2 2026, its #27 holding.
Sellwood Investment Partners first reported a position in BNY Mellon High Yield Beta ETF in Q4 2024 and has held it in 7 quarters since.
23 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.