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Steward Partners Investment Advisory’s BNY Mellon Global Infrastructure Income ETF BKGI Stock Holding History

Steward Partners Investment Advisory’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 		$5.43M Buy
121,918
+109,752
+902% +$4.76M 0.03% 490
2025
Q4 		$491K Buy
12,166
+1,006
+9% +$40.1K ﹤0.01% 1437
2025
Q3 		$435K Buy
11,160
+2,552
+30% +$98.7K ﹤0.01% 1451
2025
Q2 		$338K Buy
+8,608
New +$314K ﹤0.01% 1498

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

Steward Partners Investment Advisory's BKGI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its BNY Mellon Global Infrastructure Income ETF (BKGI) stake by 902% in Q1 2026, buying an estimated $4.76M and bringing the position to 121,918 shares worth $5.43M. The position accounts for 0.03% of the portfolio, ranked #490.

Steward Partners Investment Advisory first reported a position in BKGI in Q2 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold BKGI as of Q1 2026.

  • Steward Partners Investment Advisory held 121,918 shares of BNY Mellon Global Infrastructure Income ETF worth $5.43M as of Q1 2026.
  • Steward Partners Investment Advisory bought 109,752 BNY Mellon Global Infrastructure Income ETF shares in Q1 2026, an estimated $4.76M.
  • BNY Mellon Global Infrastructure Income ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #490 holding.
  • Steward Partners Investment Advisory first reported a position in BNY Mellon Global Infrastructure Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.