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

Barnes Wealth Management Group’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	$266K	Buy	6,348 +133	+2%	+$5.92K	0.12%	157
2026 Q2	$279K	Sell	6,215 -114	-2%	-$5.16K	0.13%	149
2026 Q1	$282K	Sell	6,329 -74	-1%	-$3.21K	0.14%	144
2025 Q4	$258K	Buy	6,403 +23	+0.4%	+$917	0.14%	143
2025 Q3	$248K	Buy	6,380 +132	+2%	+$5.1K	0.14%	142
2025 Q2	$245K	Sell	6,248 -263	-4%	-$9.6K	0.14%	134
2025 Q1	$224K	Buy	+6,511	New	+$211K	0.14%	131

Other funds holding BKGI

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barnes Wealth Management Group's BKGI Position: Q3 2026 in Review

Barnes Wealth Management Group increased its BNY Mellon Global Infrastructure Income ETF (BKGI) stake by 2.1% in Q3 2026, buying an estimated $5.92K and bringing the position to 6,348 shares worth $266K. The position accounts for 0.12% of the portfolio, ranked #157.

Barnes Wealth Management Group first reported a position in BKGI in Q1 2025 and has held it in 7 quarters since. The position peaked at $282K in Q1 2026. 106 funds tracked by Wall St. Rank hold BKGI as of Q3 2026.

Barnes Wealth Management Group held 6,348 shares of BNY Mellon Global Infrastructure Income ETF worth $266K as of Q3 2026.
Barnes Wealth Management Group bought 133 BNY Mellon Global Infrastructure Income ETF shares in Q3 2026, an estimated $5.92K.
BNY Mellon Global Infrastructure Income ETF made up 0.12% of Barnes Wealth Management Group's portfolio in Q3 2026, its #157 holding.
Barnes Wealth Management Group first reported a position in BNY Mellon Global Infrastructure Income ETF in Q1 2025 and has held it in 7 quarters since.
Barnes Wealth Management Group's BNY Mellon Global Infrastructure Income ETF position peaked at $282K in Q1 2026.
106 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.