1IA
MEGI

1620 Investment Advisors’s MainStay CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

1620 Investment Advisors’s Portfolio MEGI Stock Details MEGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.3K Hold
875
– – 0.01% 454
2026
Q1 		$12.9K Hold
875
– – 0.01% 438
2025
Q4 		$12K Sell
875
-725
-45% -$10.3K 0.01% 439
2025
Q3 		$23.5K Buy
+1,600
New +$23K 0.02% 369

Other funds holding MEGI

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

1620 Investment Advisors's MEGI Position: Q2 2026 in Review

1620 Investment Advisors held its MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) position steady in Q2 2026 at 875 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #454.

1620 Investment Advisors first reported a position in MEGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.5K in Q3 2025. 22 funds tracked by Wall St. Rank hold MEGI as of Q2 2026.

  • 1620 Investment Advisors held 875 shares of MainStay CBRE Global Infrastructure Megatrends Term Fund worth $13.3K as of Q2 2026.
  • 1620 Investment Advisors left its MainStay CBRE Global Infrastructure Megatrends Term Fund share count unchanged in Q2 2026.
  • MainStay CBRE Global Infrastructure Megatrends Term Fund made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #454 holding.
  • 1620 Investment Advisors first reported a position in MainStay CBRE Global Infrastructure Megatrends Term Fund in Q3 2025 and has held it in 4 quarters since.
  • 1620 Investment Advisors's MainStay CBRE Global Infrastructure Megatrends Term Fund position peaked at $23.5K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held MainStay CBRE Global Infrastructure Megatrends Term Fund as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.