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Legacy CG’s BNY Mellon Global Infrastructure Income ETF BKGI Stock Holding History

Legacy CG’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 		$19.7M Buy
437,775
+2,000
+0.5% +$90.6K 5.04% 3
2026
Q1 		$19.4M Sell
435,775
-6,371
-1% -$277K 5.39% 2
2025
Q4 		$17.8M Sell
442,146
-41,310
-9% -$1.65M 4.99% 3
2025
Q3 		$18.8M Buy
483,456
+33,317
+7% +$1.29M 5.3% 3
2025
Q2 		$17.7M Buy
+450,139
New +$16.4M 5.27% 3

Other funds holding BKGI

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
AWM
Aureum Wealth Management North Palm Beach, Florida $161M AUM
BWM
Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Legacy CG's BKGI Position: Q2 2026 in Review

Legacy CG increased its BNY Mellon Global Infrastructure Income ETF (BKGI) stake by 0.46% in Q2 2026, buying an estimated $90.6K and bringing the position to 437,775 shares worth $19.7M. The position accounts for 5.04% of the portfolio, ranked #3.

Legacy CG first reported a position in BKGI in Q2 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold BKGI as of Q2 2026.

  • Legacy CG held 437,775 shares of BNY Mellon Global Infrastructure Income ETF worth $19.7M as of Q2 2026.
  • Legacy CG bought 2,000 BNY Mellon Global Infrastructure Income ETF shares in Q2 2026, an estimated $90.6K.
  • BNY Mellon Global Infrastructure Income ETF made up 5.04% of Legacy CG's portfolio in Q2 2026, its #3 holding.
  • Legacy CG first reported a position in BNY Mellon Global Infrastructure Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.