Shulman DeMeo Asset Management’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Shulman DeMeo Asset Management’s Portfolio DHF Stock Details DHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$107K	Sell	44,188 -950	-2%	-$2.3K	0.02%	141
2026 Q1	$110K	Buy	+45,138	New	+$112K	0.02%	135
2019 Q3	–	Sell	-64,919	Closed	-$197K	–	134
2019 Q2	$197K	Sell	64,919 -285	-0.4%	-$873	0.07%	123
2019 Q1	$200K	Sell	65,204 -101	-0.2%	-$302	0.08%	119
2018 Q4	$177K	Buy	+65,305	New	+$192K	0.1%	65

Other funds holding DHF

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return