Gladstone Institutional Advisory’s BNY Mellon Global Infrastructure Income ETF BKGI Stock Holding History

Gladstone Institutional Advisory’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	$685K	Buy	15,235 +2,885	+23%	+$131K	0.02%	507
2026 Q1	$550K	Buy	+12,350	New	+$536K	0.02%	520

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 $672B AUM 33.48% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

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

SIA

Sovereign Investment Advisors Phoenix, Arizona $533M AUM 16.78% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Gladstone Institutional Advisory's BKGI Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its BNY Mellon Global Infrastructure Income ETF (BKGI) stake by 23% in Q2 2026, buying an estimated $131K and bringing the position to 15,235 shares worth $685K. The position accounts for 0.02% of the portfolio, ranked #507.

Gladstone Institutional Advisory first reported a position in BKGI in Q1 2026 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold BKGI as of Q2 2026.

Gladstone Institutional Advisory held 15,235 shares of BNY Mellon Global Infrastructure Income ETF worth $685K as of Q2 2026.
Gladstone Institutional Advisory bought 2,885 BNY Mellon Global Infrastructure Income ETF shares in Q2 2026, an estimated $131K.
BNY Mellon Global Infrastructure Income ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #507 holding.
Gladstone Institutional Advisory first reported a position in BNY Mellon Global Infrastructure Income ETF in Q1 2026 and has held it in 2 quarters since.
117 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.