SC
MEGI

Stolper & Co’s MainStay CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

Stolper & Co’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
2026
Q2 		$1.04M Buy
68,556
+60,652
+767% +$919K 0.27% 64
2026
Q1 		$290K Sell
7,904
-57,680
-88% -$842K 0.08% 88
2025
Q4 		$902K Buy
65,584
+820
+1% +$11.6K 0.27% 63
2025
Q3 		$951K Buy
+64,764
New +$929K 0.29% 62

Other funds holding MEGI

CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Stolper & Co's MEGI Position: Q2 2026 in Review

Stolper & Co increased its MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) stake by 767% in Q2 2026, buying an estimated $919K and bringing the position to 68,556 shares worth $1.04M. The position accounts for 0.27% of the portfolio, ranked #64.

Stolper & Co first reported a position in MEGI in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold MEGI as of Q2 2026.

  • Stolper & Co held 68,556 shares of MainStay CBRE Global Infrastructure Megatrends Term Fund worth $1.04M as of Q2 2026.
  • Stolper & Co bought 60,652 MainStay CBRE Global Infrastructure Megatrends Term Fund shares in Q2 2026, an estimated $919K.
  • MainStay CBRE Global Infrastructure Megatrends Term Fund made up 0.27% of Stolper & Co's portfolio in Q2 2026, its #64 holding.
  • Stolper & Co first reported a position in MainStay CBRE Global Infrastructure Megatrends Term Fund in Q3 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held MainStay CBRE Global Infrastructure Megatrends Term Fund as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.