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Symphony Financial’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Symphony Financial’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
Q2 		$992K Buy
20,841
+1,533
+8% +$72.9K 0.11% 127
2026
Q1 		$911K Buy
19,308
+3,808
+25% +$183K 0.12% 119
2025
Q4 		$745K Buy
15,500
+4,003
+35% +$193K 0.1% 127
2025
Q3 		$559K Buy
11,497
+372
+3% +$18K 0.07% 152
2025
Q2 		$535K Buy
+11,125
New +$526K 0.07% 145
2025
Q1 		– Sell
-6,540
Closed -$315K – 109
2024
Q4 		$315K Buy
+6,540
New +$316K 0.05% 171

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 $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Symphony Financial's BKHY Position: Q2 2026 in Review

Symphony Financial increased its BNY Mellon High Yield Beta ETF (BKHY) stake by 7.9% in Q2 2026, buying an estimated $72.9K and bringing the position to 20,841 shares worth $992K. The position accounts for 0.11% of the portfolio, ranked #127.

Symphony Financial first reported a position in BKHY in Q4 2024 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold BKHY as of Q2 2026.

  • Symphony Financial held 20,841 shares of BNY Mellon High Yield Beta ETF worth $992K as of Q2 2026.
  • Symphony Financial bought 1,533 BNY Mellon High Yield Beta ETF shares in Q2 2026, an estimated $72.9K.
  • BNY Mellon High Yield Beta ETF made up 0.11% of Symphony Financial's portfolio in Q2 2026, its #127 holding.
  • Symphony Financial first reported a position in BNY Mellon High Yield Beta ETF in Q4 2024 and has held it in 6 quarters since.
  • 41 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.