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

Steward Partners Investment Advisory’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 		$1.61K Hold
34
– – ﹤0.01% 4107
2025
Q4 		$1.63K Buy
+34
New +$1.64K ﹤0.01% 4002

Other funds holding BKHY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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 $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steward Partners Investment Advisory's BKHY Position: Q1 2026 in Review

Steward Partners Investment Advisory held its BNY Mellon High Yield Beta ETF (BKHY) position steady in Q1 2026 at 34 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #4107.

Steward Partners Investment Advisory first reported a position in BKHY in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.63K in Q4 2025. 43 funds tracked by Wall St. Rank hold BKHY as of Q1 2026.

  • Steward Partners Investment Advisory held 34 shares of BNY Mellon High Yield Beta ETF worth $1.61K as of Q1 2026.
  • Steward Partners Investment Advisory left its BNY Mellon High Yield Beta ETF share count unchanged in Q1 2026.
  • BNY Mellon High Yield Beta ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4107 holding.
  • Steward Partners Investment Advisory first reported a position in BNY Mellon High Yield Beta ETF in Q4 2025 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's BNY Mellon High Yield Beta ETF position peaked at $1.63K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.