Cambridge Investment Research Advisors
MEGI

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

Cambridge Investment Research 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 		$499K Buy
32,851
+575
+2% +$8.71K ﹤0.01% 2748
2026
Q1 		$474K Buy
32,276
+402
+1% +$5.87K ﹤0.01% 2850
2025
Q4 		$439K Buy
31,874
+7,552
+31% +$107K ﹤0.01% 2847
2025
Q3 		$357K Buy
24,322
+208
+0.9% +$2.98K ﹤0.01% 2967
2025
Q2 		$343K Buy
24,114
+214
+0.9% +$2.91K ﹤0.01% 2870
2025
Q1 		$318K Buy
23,900
+222
+0.9% +$2.81K ﹤0.01% 2815
2024
Q4 		$288K Buy
23,678
+7,464
+46% +$102K ﹤0.01% 2866
2024
Q3 		$242K Hold
16,214
– – ﹤0.01% 2992
2024
Q2 		$208K Buy
16,214
+700
+5% +$8.8K ﹤0.01% 2993
2024
Q1 		$195K Hold
15,514
– – ﹤0.01% 3031
2023
Q4 		$201K Hold
15,514
– – ﹤0.01% 2899
2023
Q3 		$183K Buy
15,514
+257
+2% +$3.42K ﹤0.01% 2844
2023
Q2 		$209K Buy
+15,257
New +$216K ﹤0.01% 2836

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
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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Cambridge Investment Research Advisors's MEGI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) stake by 1.8% in Q2 2026, buying an estimated $8.71K and bringing the position to 32,851 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

Cambridge Investment Research Advisors first reported a position in MEGI in Q2 2023 and has held it in 13 quarters since. 22 funds tracked by Wall St. Rank hold MEGI as of Q2 2026.

  • Cambridge Investment Research Advisors held 32,851 shares of MainStay CBRE Global Infrastructure Megatrends Term Fund worth $499K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 575 MainStay CBRE Global Infrastructure Megatrends Term Fund shares in Q2 2026, an estimated $8.71K.
  • MainStay CBRE Global Infrastructure Megatrends Term Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2748 holding.
  • Cambridge Investment Research Advisors first reported a position in MainStay CBRE Global Infrastructure Megatrends Term Fund in Q2 2023 and has held it in 13 quarters since.
  • 22 funds tracked by Wall St. Rank held MainStay CBRE Global Infrastructure Megatrends Term Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.