SVB Wealth’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-470	Closed	-$22.4K	–	653
2025 Q1	$22.4K	Buy	+470	New	+$22.6K	﹤0.01%	731

Other funds holding BKHY

RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SVB Wealth's BKHY Position: Q2 2025 in Review

SVB Wealth sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q2 2025, closing a stake of 470 shares — an estimated $22.4K sold.

SVB Wealth first reported a position in BKHY in Q1 2025 and held it in 1 quarter. The position peaked at $22.4K in Q1 2025. 50 funds tracked by Wall St. Rank hold BKHY as of Q2 2025.

SVB Wealth reported no remaining BNY Mellon High Yield Beta ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 470 BNY Mellon High Yield Beta ETF shares in Q2 2025, an estimated $22.4K.
SVB Wealth first reported a position in BNY Mellon High Yield Beta ETF in Q1 2025 and held it in 1 quarter.
SVB Wealth's BNY Mellon High Yield Beta ETF position peaked at $22.4K in Q1 2025.
50 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.