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

Base 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 Q2	$1.77M	Buy	39,443 +3,356	+9%	+$152K	0.83%	26
2026 Q1	$1.61M	Sell	36,087 -994	-3%	-$43.2K	0.9%	23
2025 Q4	$1.5M	Buy	37,081 +2,861	+8%	+$114K	0.81%	23
2025 Q3	$1.33M	Buy	34,220 +12,721	+59%	+$492K	0.76%	24
2025 Q2	$844K	Buy	+21,499	New	+$785K	0.54%	28

Other funds holding BKGI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Base Wealth Management's BKGI Position: Q2 2026 in Review

Base Wealth Management increased its BNY Mellon Global Infrastructure Income ETF (BKGI) stake by 9.3% in Q2 2026, buying an estimated $152K and bringing the position to 39,443 shares worth $1.77M. The position accounts for 0.83% of the portfolio, ranked #26.

Base Wealth Management first reported a position in BKGI in Q2 2025 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold BKGI as of Q2 2026.

Base Wealth Management held 39,443 shares of BNY Mellon Global Infrastructure Income ETF worth $1.77M as of Q2 2026.
Base Wealth Management bought 3,356 BNY Mellon Global Infrastructure Income ETF shares in Q2 2026, an estimated $152K.
BNY Mellon Global Infrastructure Income ETF made up 0.83% of Base Wealth Management's portfolio in Q2 2026, its #26 holding.
Base Wealth Management first reported a position in BNY Mellon Global Infrastructure Income ETF in Q2 2025 and has held it in 5 quarters since.
87 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.