Sovereign Financial Group’s MainStay CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

Sovereign Financial Group’s Portfolio MEGI Stock Details MEGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$214K	Sell
2025 Q2	$219K	Buy
2025 Q1	$205K	Buy
2024 Q4	$187K	Buy
2024 Q3	$157K	Hold
2024 Q2	$135K	Hold
2024 Q1	$133K	Hold
2023 Q4	$137K	Buy