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

BXM Wealth’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 		$1.02M Buy
22,625
+12,750
+129% +$578K 0.55% 44
2026
Q1 		$440K Buy
9,875
+2,450
+33% +$106K 0.34% 69
2025
Q4 		$279K Sell
7,425
-7,950
-52% -$317K 0.22% 96
2025
Q3 		$599K Buy
+15,375
New +$595K 0.57% 49

Other funds holding BKGI

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
AWM
Aureum Wealth Management North Palm Beach, Florida $161M AUM

BXM Wealth's BKGI Position: Q2 2026 in Review

BXM Wealth increased its BNY Mellon Global Infrastructure Income ETF (BKGI) stake by 129% in Q2 2026, buying an estimated $578K and bringing the position to 22,625 shares worth $1.02M. The position accounts for 0.55% of the portfolio, ranked #44.

BXM Wealth first reported a position in BKGI in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold BKGI as of Q2 2026.

  • BXM Wealth held 22,625 shares of BNY Mellon Global Infrastructure Income ETF worth $1.02M as of Q2 2026.
  • BXM Wealth bought 12,750 BNY Mellon Global Infrastructure Income ETF shares in Q2 2026, an estimated $578K.
  • BNY Mellon Global Infrastructure Income ETF made up 0.55% of BXM Wealth's portfolio in Q2 2026, its #44 holding.
  • BXM Wealth first reported a position in BNY Mellon Global Infrastructure Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.