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Mark Sheptoff Financial Planning’s BNY Mellon Global Infrastructure Income ETF BKGI Stock Holding History

Mark Sheptoff Financial 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
Q1 		$2.27K Buy
+50
New +$2.17K ﹤0.01% 477

Other funds holding BKGI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Mark Sheptoff Financial Planning's BKGI Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in BNY Mellon Global Infrastructure Income ETF (BKGI) in Q1 2026: 50 shares worth $2.27K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings.

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

  • Mark Sheptoff Financial Planning held 50 shares of BNY Mellon Global Infrastructure Income ETF worth $2.27K as of Q1 2026.
  • BNY Mellon Global Infrastructure Income ETF was a new Mark Sheptoff Financial Planning position in Q1 2026.
  • BNY Mellon Global Infrastructure Income ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #477 holding.
  • 90 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.