VisionPoint Advisory Group’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

VisionPoint Advisory Group’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 Q1	–	Sell	-1,648	Closed	-$78.7K	–	219
2024 Q4	$78.7K	Sell	1,648 -517	-24%	-$25K	0.03%	249
2024 Q3	$106K	Buy	2,165 +12	+0.6%	+$576	0.04%	218
2024 Q2	$102K	Sell	2,153 -343	-14%	-$16.1K	0.04%	216
2024 Q1	$119K	Sell	2,496 -193	-7%	-$9.14K	0.04%	195
2023 Q4	$127K	Buy	+2,689	New	+$123K	0.05%	173
2023 Q3	–	Sell	-3,861	Closed	-$179K	–	707
2023 Q2	$179K	Buy	+3,861	New	+$179K	0.07%	138

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

VisionPoint Advisory Group's BKHY Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q1 2025, closing a stake of 1,648 shares — an estimated $78.7K sold.

VisionPoint Advisory Group first reported a position in BKHY in Q2 2023 and held it in 6 quarters. The position peaked at $179K in Q2 2023. 47 funds tracked by Wall St. Rank hold BKHY as of Q1 2025.

VisionPoint Advisory Group reported no remaining BNY Mellon High Yield Beta ETF position as of Q1 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 1,648 BNY Mellon High Yield Beta ETF shares in Q1 2025, an estimated $78.7K.
VisionPoint Advisory Group first reported a position in BNY Mellon High Yield Beta ETF in Q2 2023 and held it in 6 quarters.
VisionPoint Advisory Group's BNY Mellon High Yield Beta ETF position peaked at $179K in Q2 2023.
47 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.