Northwestern Mutual Wealth Management’s BNY Mellon Global Infrastructure Income ETF BKGI Stock Holding History

Northwestern Mutual Wealth Management’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	$28.3M	Buy	630,297 +430,706	+216%	+$19.5M	0.02%	404
2026 Q1	$8.89M	Buy	199,591 +159,977	+404%	+$6.94M	0.01%	632
2025 Q4	$1.6M	Buy	39,614 +29,167	+279%	+$1.16M	﹤0.01%	1126
2025 Q3	$407K	Buy	+10,447	New	+$404K	﹤0.01%	1523

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

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Northwestern Mutual Wealth Management's BKGI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its BNY Mellon Global Infrastructure Income ETF (BKGI) stake by 216% in Q2 2026, buying an estimated $19.5M and bringing the position to 630,297 shares worth $28.3M. The position accounts for 0.02% of the portfolio, ranked #404.

Northwestern Mutual Wealth Management first reported a position in BKGI in Q3 2025 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold BKGI as of Q2 2026.

Northwestern Mutual Wealth Management held 630,297 shares of BNY Mellon Global Infrastructure Income ETF worth $28.3M as of Q2 2026.
Northwestern Mutual Wealth Management bought 430,706 BNY Mellon Global Infrastructure Income ETF shares in Q2 2026, an estimated $19.5M.
BNY Mellon Global Infrastructure Income ETF made up 0.02% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #404 holding.
Northwestern Mutual Wealth Management first reported a position in BNY Mellon Global Infrastructure Income ETF in Q3 2025 and has held it in 4 quarters since.
117 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.