Sowell Financial Services
DHF icon

Sowell Financial Services’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Sowell Financial Services’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
Q3 		$37.7K Buy
16,992
+205
+1% +$482 ﹤0.01% 1147
2026
Q2 		$40.6K Buy
16,787
+367
+2% +$888 ﹤0.01% 1154
2026
Q1 		$40.1K Buy
16,420
+225
+1% +$557 ﹤0.01% 1117
2025
Q4 		$40.2K Sell
16,195
-4,667
-22% -$11.8K ﹤0.01% 1100
2025
Q3 		$54K Buy
20,862
+318
+2% +$822 ﹤0.01% 1054
2025
Q2 		$53.4K Buy
20,544
+428
+2% +$1.06K ﹤0.01% 1026
2025
Q1 		$51.3K Buy
+20,116
New +$51.9K ﹤0.01% 991
2023
Q2 		– Sell
-51,113
Closed -$111K – 614
2023
Q1 		$111K Buy
+51,113
New +$115K 0.01% 729
2021
Q2 		– Sell
-10,614
Closed -$34K – 1056
2021
Q1 		$34K Sell
10,614
-3
-0% -$9 ﹤0.01% 1816
2020
Q4 		$32K Buy
10,617
+47
+0.4% +$134 ﹤0.01% 1554
2020
Q3 		$29K Hold
10,570
– – ﹤0.01% 1393
2020
Q2 		$27K Hold
10,570
– – ﹤0.01% 1362
2020
Q1 		$24K Buy
+10,570
New +$30.4K ﹤0.01% 1319

Other funds holding DHF

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
Carter Financial Group
Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Hilltop National Bank
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Sowell Financial Services's DHF Position: Q3 2026 in Review

Sowell Financial Services increased its BNY Mellon High Yield Strategies Fund (DHF) stake by 1.2% in Q3 2026, buying an estimated $482 and bringing the position to 16,992 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Sowell Financial Services first reported a position in DHF in Q1 2020 and has held it in 13 quarters since. The position peaked at $111K in Q1 2023. 12 funds tracked by Wall St. Rank hold DHF as of Q3 2026.

  • Sowell Financial Services held 16,992 shares of BNY Mellon High Yield Strategies Fund worth $37.7K as of Q3 2026.
  • Sowell Financial Services bought 205 BNY Mellon High Yield Strategies Fund shares in Q3 2026, an estimated $482.
  • BNY Mellon High Yield Strategies Fund made up ﹤0.01% of Sowell Financial Services's portfolio in Q3 2026, its #1147 holding.
  • Sowell Financial Services first reported a position in BNY Mellon High Yield Strategies Fund in Q1 2020 and has held it in 13 quarters since.
  • Sowell Financial Services's BNY Mellon High Yield Strategies Fund position peaked at $111K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.