AE Wealth Management’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

AE Wealth Management’s Portfolio BGIG Stock Details BGIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$98.9K	Buy	+2,757	New	+$96.1K	﹤0.01%	1920

Other funds holding BGIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AE Wealth Management's BGIG Position: Q2 2026 in Review

AE Wealth Management opened a new position in Bahl & Gaynor Income Growth ETF (BGIG) in Q2 2026: 2,757 shares worth $98.9K. The stake represents ﹤0.01% of the portfolio and ranks #1920 among its holdings.

100 funds tracked by Wall St. Rank hold BGIG as of Q2 2026.

AE Wealth Management held 2,757 shares of Bahl & Gaynor Income Growth ETF worth $98.9K as of Q2 2026.
Bahl & Gaynor Income Growth ETF was a new AE Wealth Management position in Q2 2026.
Bahl & Gaynor Income Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1920 holding.
100 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.