Avior Wealth Management
BKGI icon

Avior Wealth Management’s BNY Mellon Global Infrastructure Income ETF BKGI Stock Holding History

Avior Wealth Management’s Portfolio BKGI Stock Details BKGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$34.6M Buy
824,277
+116,255
+16% +$5.17M 0.91% 25
2026
Q2 		$31.8M Buy
+708,022
New +$32.1M 0.84% 30

Other funds holding BKGI

Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Riversedge Advisors
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
AWM
Aureum Wealth Management North Palm Beach, Florida $162M AUM 9.8% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Avior Wealth Management's BKGI Position: Q3 2026 in Review

Avior Wealth Management increased its BNY Mellon Global Infrastructure Income ETF (BKGI) stake by 16% in Q3 2026, buying an estimated $5.17M and bringing the position to 824,277 shares worth $34.6M. The position accounts for 0.91% of the portfolio, ranked #25.

Avior Wealth Management first reported a position in BKGI in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold BKGI as of Q3 2026.

  • Avior Wealth Management held 824,277 shares of BNY Mellon Global Infrastructure Income ETF worth $34.6M as of Q3 2026.
  • Avior Wealth Management bought 116,255 BNY Mellon Global Infrastructure Income ETF shares in Q3 2026, an estimated $5.17M.
  • BNY Mellon Global Infrastructure Income ETF made up 0.91% of Avior Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Avior Wealth Management first reported a position in BNY Mellon Global Infrastructure Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.