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Independent Advisor Alliance’s BNY Mellon Global Infrastructure Income ETF BKGI Stock Holding History

Independent Advisor Alliance’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 		– Sell
-23,556
Closed -$1.05M – 1085
2026
Q1 		$1.05M Buy
+23,556
New +$1.02M 0.01% 809

Other funds holding BKGI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Advisor Alliance's BKGI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of BNY Mellon Global Infrastructure Income ETF (BKGI) in Q2 2026, closing a stake of 23,556 shares — an estimated $1.05M sold.

Independent Advisor Alliance first reported a position in BKGI in Q1 2026 and held it in 1 quarter. The position peaked at $1.05M in Q1 2026. 117 funds tracked by Wall St. Rank hold BKGI as of Q2 2026.

  • Independent Advisor Alliance reported no remaining BNY Mellon Global Infrastructure Income ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 23,556 BNY Mellon Global Infrastructure Income ETF shares in Q2 2026, an estimated $1.05M.
  • Independent Advisor Alliance first reported a position in BNY Mellon Global Infrastructure Income ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's BNY Mellon Global Infrastructure Income ETF position peaked at $1.05M in Q1 2026.
  • 117 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.