Sunbelt Securities’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Sunbelt Securities’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	$249K	Buy	5,250 +22	+0.4%	+$1.05K	0.02%	577
2025 Q4	$251K	Sell	5,228 -236	-4%	-$11.4K	0.02%	570
2025 Q3	$266K	Sell	5,464 -3,857	-41%	-$186K	0.02%	560
2025 Q2	$445K	Buy	9,321 +2,199	+31%	+$104K	0.04%	375
2025 Q1	$339K	Sell	7,122 -2,199	-24%	-$106K	0.03%	421
2024 Q4	$445K	Buy	9,321 +847	+10%	+$40.9K	0.04%	376
2024 Q3	$414K	Buy	8,474 +3,283	+63%	+$158K	0.04%	399
2024 Q2	$245K	Buy	5,191 +914	+21%	+$43K	0.03%	501
2024 Q1	$204K	Sell	4,277 -15	-0.3%	-$710	0.02%	529
2023 Q4	$203K	Buy	+4,292	New	+$196K	0.03%	484
2023 Q3	–	Sell	-7,382	Closed	-$343K	–	1770
2023 Q2	$343K	Buy	+7,382	New	+$343K	0.05%	354

Other funds holding BKHY

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sunbelt Securities's BKHY Position: Q1 2026 in Review

Sunbelt Securities increased its BNY Mellon High Yield Beta ETF (BKHY) stake by 0.42% in Q1 2026, buying an estimated $1.05K and bringing the position to 5,250 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #577.

Sunbelt Securities first reported a position in BKHY in Q2 2023 and has held it in 11 quarters since. The position peaked at $445K in Q4 2024. 43 funds tracked by Wall St. Rank hold BKHY as of Q1 2026.

Sunbelt Securities held 5,250 shares of BNY Mellon High Yield Beta ETF worth $249K as of Q1 2026.
Sunbelt Securities bought 22 BNY Mellon High Yield Beta ETF shares in Q1 2026, an estimated $1.05K.
BNY Mellon High Yield Beta ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #577 holding.
Sunbelt Securities first reported a position in BNY Mellon High Yield Beta ETF in Q2 2023 and has held it in 11 quarters since.
Sunbelt Securities's BNY Mellon High Yield Beta ETF position peaked at $445K in Q4 2024.
43 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.