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Fortitude Family Office’s BNY Mellon Global Infrastructure Income ETF BKGI Stock Holding History

Fortitude Family Office’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
2024
Q3 		– Sell
-3,046
Closed -$87.1K – 1215
2024
Q2 		$87.1K Buy
+3,046
New +$88.7K 0.05% 122
2024
Q1 		– Sell
-1,657
Closed -$46.5K – 978
2023
Q4 		$46.5K Buy
+1,657
New +$44.4K 0.03% 177

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NA
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fortitude Family Office's BKGI Position: Q3 2024 in Review

Fortitude Family Office sold out of BNY Mellon Global Infrastructure Income ETF (BKGI) in Q3 2024, closing a stake of 3,046 shares — an estimated $87.1K sold.

Fortitude Family Office first reported a position in BKGI in Q4 2023 and held it in 2 quarters. The position peaked at $87.1K in Q2 2024. 12 funds tracked by Wall St. Rank hold BKGI as of Q3 2024.

  • Fortitude Family Office reported no remaining BNY Mellon Global Infrastructure Income ETF position as of Q3 2024 after selling out during the quarter.
  • Fortitude Family Office sold 3,046 BNY Mellon Global Infrastructure Income ETF shares in Q3 2024, an estimated $87.1K.
  • Fortitude Family Office first reported a position in BNY Mellon Global Infrastructure Income ETF in Q4 2023 and held it in 2 quarters.
  • Fortitude Family Office's BNY Mellon Global Infrastructure Income ETF position peaked at $87.1K in Q2 2024.
  • 12 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q3 2024.

Based on Fortitude Family Office's 13F filing for Q3 2024, filed 25 Oct 2024.