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Total Investment Management’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Total Investment Management’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
Q3 		– Sell
-2,051
Closed -$99K – 176
2025
Q2 		$99K Buy
+2,051
New +$97K 0.01% 115
2023
Q3 		– Sell
-606,825
Closed -$28.2M – 68
2023
Q2 		$28.2M Buy
606,825
+43,801
+8% +$2.04M 3.66% 14
2023
Q1 		$26.7M Buy
+563,024
New +$26.4M 5.09% 9

Other funds holding BKHY

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Total Investment Management's BKHY Position: Q3 2025 in Review

Total Investment Management sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q3 2025, closing a stake of 2,051 shares — an estimated $99K sold.

Total Investment Management first reported a position in BKHY in Q1 2023 and held it in 3 quarters. The position peaked at $28.2M in Q2 2023. 48 funds tracked by Wall St. Rank hold BKHY as of Q3 2025.

  • Total Investment Management reported no remaining BNY Mellon High Yield Beta ETF position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 2,051 BNY Mellon High Yield Beta ETF shares in Q3 2025, an estimated $99K.
  • Total Investment Management first reported a position in BNY Mellon High Yield Beta ETF in Q1 2023 and held it in 3 quarters.
  • Total Investment Management's BNY Mellon High Yield Beta ETF position peaked at $28.2M in Q2 2023.
  • 48 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.