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SF
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
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$544B AUM
28.31%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
AssetMark Inc
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$49B AUM
17.78%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
OPAM
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Santa Monica, California
$2.08B AUM
5.32%
1-Year Est. Return
Envestnet Asset Management
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$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
$1.47T AUM
27.86%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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