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

Bartlett & Co 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 		$6.56K Buy
183
+1
+0.5% +$35 ﹤0.01% 1053
2026
Q1 		$6.32K Buy
+182
New +$6.11K ﹤0.01% 981

Other funds holding BGIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bartlett & Co Wealth Management's BGIG Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Bahl & Gaynor Income Growth ETF (BGIG) stake by 0.55% in Q2 2026, buying an estimated $35 and bringing the position to 183 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Bartlett & Co Wealth Management first reported a position in BGIG in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold BGIG as of Q2 2026.

  • Bartlett & Co Wealth Management held 183 shares of Bahl & Gaynor Income Growth ETF worth $6.56K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 1 Bahl & Gaynor Income Growth ETF share in Q2 2026, an estimated $35.
  • Bahl & Gaynor Income Growth ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1053 holding.
  • Bartlett & Co Wealth Management first reported a position in Bahl & Gaynor Income Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.