Carson Wealth (CWM LLC)’s BNY Mellon Global Infrastructure Income ETF BKGI Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$19.4M	Buy	436,027 +119,742	+38%	+$5.2M	0.05%	339
2025 Q4	$12.8M	Buy	316,285 +15,713	+5%	+$627K	0.03%	434
2025 Q3	$11.7M	Buy	300,572 +59,190	+25%	+$2.29M	0.04%	420
2025 Q2	$9.48M	Buy	241,382 +12,688	+6%	+$463K	0.03%	400
2025 Q1	$7.88M	Buy	228,694 +108,946	+91%	+$3.53M	0.03%	405
2024 Q4	$3.61M	Buy	119,748 +1,479	+1%	+$46.5K	0.02%	553
2024 Q3	$3.84M	Buy	+118,269	New	+$3.62M	0.02%	507

Other funds holding BKGI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SIA

Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BKGI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its BNY Mellon Global Infrastructure Income ETF (BKGI) stake by 38% in Q1 2026, buying an estimated $5.2M and bringing the position to 436,027 shares worth $19.4M. The position accounts for 0.05% of the portfolio, ranked #339.

Carson Wealth (CWM LLC) first reported a position in BKGI in Q3 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold BKGI as of Q1 2026.

Carson Wealth (CWM LLC) held 436,027 shares of BNY Mellon Global Infrastructure Income ETF worth $19.4M as of Q1 2026.
Carson Wealth (CWM LLC) bought 119,742 BNY Mellon Global Infrastructure Income ETF shares in Q1 2026, an estimated $5.2M.
BNY Mellon Global Infrastructure Income ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #339 holding.
Carson Wealth (CWM LLC) first reported a position in BNY Mellon Global Infrastructure Income ETF in Q3 2024 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.