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 Q1	$1.05M	Buy	+23,556	New	+$1.02M	0.01%	809

Other funds holding BKGI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $57.3B AUM 18.32% 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 $544B AUM 28.31% 1-Year Est. Return

MWM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Independent Advisor Alliance's BKGI Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in BNY Mellon Global Infrastructure Income ETF (BKGI) in Q1 2026: 23,556 shares worth $1.05M. The stake represents 0.01% of the portfolio and ranks #809 among its holdings.

90 funds tracked by Wall St. Rank hold BKGI as of Q1 2026.

Independent Advisor Alliance held 23,556 shares of BNY Mellon Global Infrastructure Income ETF worth $1.05M as of Q1 2026.
BNY Mellon Global Infrastructure Income ETF was a new Independent Advisor Alliance position in Q1 2026.
BNY Mellon Global Infrastructure Income ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #809 holding.
90 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.