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 Q2	$2.25K	Hold	50	–	–	﹤0.01%	486
2026 Q1	$2.27K	Buy	+50	New	+$2.17K	﹤0.01%	477

Other funds holding BKGI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mark Sheptoff Financial Planning's BKGI Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its BNY Mellon Global Infrastructure Income ETF (BKGI) position steady in Q2 2026 at 50 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Mark Sheptoff Financial Planning first reported a position in BKGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.27K in Q1 2026. 117 funds tracked by Wall St. Rank hold BKGI as of Q2 2026.

Mark Sheptoff Financial Planning held 50 shares of BNY Mellon Global Infrastructure Income ETF worth $2.25K as of Q2 2026.
Mark Sheptoff Financial Planning left its BNY Mellon Global Infrastructure Income ETF share count unchanged in Q2 2026.
BNY Mellon Global Infrastructure Income ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #486 holding.
Mark Sheptoff Financial Planning first reported a position in BNY Mellon Global Infrastructure Income ETF in Q1 2026 and has held it in 2 quarters since.
Mark Sheptoff Financial Planning's BNY Mellon Global Infrastructure Income ETF position peaked at $2.27K in Q1 2026.
117 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.