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

Nations 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
Q2 		$1.23M Buy
27,290
+2,290
+9% +$104K 0.06% 330
2026
Q1 		$1.11M Buy
25,000
+10,695
+75% +$464K 0.06% 344
2025
Q4 		$577K Buy
+14,305
New +$571K 0.03% 483

Other funds holding BKGI

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 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

Nations Financial Group's BKGI Position: Q2 2026 in Review

Nations Financial Group increased its BNY Mellon Global Infrastructure Income ETF (BKGI) stake by 9.2% in Q2 2026, buying an estimated $104K and bringing the position to 27,290 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #330.

Nations Financial Group first reported a position in BKGI in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold BKGI as of Q2 2026.

  • Nations Financial Group held 27,290 shares of BNY Mellon Global Infrastructure Income ETF worth $1.23M as of Q2 2026.
  • Nations Financial Group bought 2,290 BNY Mellon Global Infrastructure Income ETF shares in Q2 2026, an estimated $104K.
  • BNY Mellon Global Infrastructure Income ETF made up 0.06% of Nations Financial Group's portfolio in Q2 2026, its #330 holding.
  • Nations Financial Group first reported a position in BNY Mellon Global Infrastructure Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.