Harbor Asset Planning
BKGI icon

Harbor Asset Planning’s BNY Mellon Global Infrastructure Income ETF BKGI Stock Holding History

Harbor Asset Planning’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
Q3 		$19K Buy
454
+6
+1% +$267 0.01% 315
2026
Q2 		$20.2K Buy
448
+2
+0.4% +$91 0.02% 306
2026
Q1 		$19.9K Buy
+446
New +$19.4K 0.02% 301

Other funds holding BKGI

First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
GGM Financials
GGM Financials Columbus, Ohio $311M AUM 7.75% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Harbor Asset Planning's BKGI Position: Q3 2026 in Review

Harbor Asset Planning increased its BNY Mellon Global Infrastructure Income ETF (BKGI) stake by 1.3% in Q3 2026, buying an estimated $267 and bringing the position to 454 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #315.

Harbor Asset Planning first reported a position in BKGI in Q1 2026 and has held it in 3 quarters since. The position peaked at $20.2K in Q2 2026. 56 funds tracked by Wall St. Rank hold BKGI as of Q3 2026.

  • Harbor Asset Planning held 454 shares of BNY Mellon Global Infrastructure Income ETF worth $19K as of Q3 2026.
  • Harbor Asset Planning bought 6 BNY Mellon Global Infrastructure Income ETF shares in Q3 2026, an estimated $267.
  • BNY Mellon Global Infrastructure Income ETF made up 0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #315 holding.
  • Harbor Asset Planning first reported a position in BNY Mellon Global Infrastructure Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Harbor Asset Planning's BNY Mellon Global Infrastructure Income ETF position peaked at $20.2K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.