Avidian Wealth Enterprises’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

Avidian Wealth Enterprises’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	$4.75M	Sell	132,372 -14,459	-10%	-$504K	0.13%	116
2026 Q1	$4.88M	Sell	146,831 -1,936	-1%	-$65K	0.15%	96
2025 Q4	$4.81M	Buy	148,767 +2,596	+2%	+$83.8K	0.18%	82
2025 Q3	$4.71M	Buy	146,171 +73,861	+102%	+$2.3M	0.18%	84
2025 Q2	$2.2M	Sell	72,310 -25,114	-26%	-$733K	0.09%	119
2025 Q1	$2.89M	Buy	97,424 +82,224	+541%	+$2.45M	0.13%	98
2024 Q4	$446K	Buy	+15,200	New	+$457K	0.02%	316

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

Avidian Wealth Enterprises's BGIG Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Bahl & Gaynor Income Growth ETF (BGIG) stake by 9.8% in Q2 2026, selling an estimated $504K and leaving 132,372 shares worth $4.75M. The position accounts for 0.13% of the portfolio, ranked #116.

Avidian Wealth Enterprises first reported a position in BGIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.88M in Q1 2026. 100 funds tracked by Wall St. Rank hold BGIG as of Q2 2026.

Avidian Wealth Enterprises held 132,372 shares of Bahl & Gaynor Income Growth ETF worth $4.75M as of Q2 2026.
Avidian Wealth Enterprises sold 14,459 Bahl & Gaynor Income Growth ETF shares in Q2 2026, an estimated $504K.
Bahl & Gaynor Income Growth ETF made up 0.13% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #116 holding.
Avidian Wealth Enterprises first reported a position in Bahl & Gaynor Income Growth ETF in Q4 2024 and has held it in 7 quarters since.
Avidian Wealth Enterprises's Bahl & Gaynor Income Growth ETF position peaked at $4.88M in Q1 2026.
100 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.