WLTH Capital Management
BKGI icon

WLTH Capital Management’s BNY Mellon Global Infrastructure Income ETF BKGI Stock Holding History

WLTH Capital 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
Q3 		$600K Sell
14,300
-111,273
-89% -$4.95M 3.65% 12
2026
Q2 		$5.65M Buy
+125,573
New +$5.69M 3.62% 9

Other funds holding BKGI

First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sovereign Investment Advisors
Sovereign Investment Advisors Phoenix, Arizona $337M AUM 15.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

WLTH Capital Management's BKGI Position: Q3 2026 in Review

WLTH Capital Management reduced its BNY Mellon Global Infrastructure Income ETF (BKGI) stake by 89% in Q3 2026, selling an estimated $4.95M and leaving 14,300 shares worth $600K. The position accounts for 3.65% of the portfolio, ranked #12.

WLTH Capital Management first reported a position in BKGI in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.65M in Q2 2026. 81 funds tracked by Wall St. Rank hold BKGI as of Q3 2026.

  • WLTH Capital Management held 14,300 shares of BNY Mellon Global Infrastructure Income ETF worth $600K as of Q3 2026.
  • WLTH Capital Management sold 111,273 BNY Mellon Global Infrastructure Income ETF shares in Q3 2026, an estimated $4.95M.
  • BNY Mellon Global Infrastructure Income ETF made up 3.65% of WLTH Capital Management's portfolio in Q3 2026, its #12 holding.
  • WLTH Capital Management first reported a position in BNY Mellon Global Infrastructure Income ETF in Q2 2026 and has held it in 2 quarters since.
  • WLTH Capital Management's BNY Mellon Global Infrastructure Income ETF position peaked at $5.65M in Q2 2026.
  • 81 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q3 2026.

Based on WLTH Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.