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Independent Financial Group’s BNY Mellon Global Infrastructure Income ETF BKGI Stock Holding History

Independent Financial Group’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 		$937K Buy
+22,342
New +$994K 0.02% 711

Other funds holding BKGI

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Independent Financial Group's BKGI Position: Q3 2026 in Review

Independent Financial Group opened a new position in BNY Mellon Global Infrastructure Income ETF (BKGI) in Q3 2026: 22,342 shares worth $937K. The stake represents 0.02% of the portfolio and ranks #711 among its holdings.

10 funds tracked by Wall St. Rank hold BKGI as of Q3 2026.

  • Independent Financial Group held 22,342 shares of BNY Mellon Global Infrastructure Income ETF worth $937K as of Q3 2026.
  • BNY Mellon Global Infrastructure Income ETF was a new Independent Financial Group position in Q3 2026.
  • BNY Mellon Global Infrastructure Income ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #711 holding.
  • 10 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.