Carson Wealth (CWM LLC)’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$243K	Buy	+7,298	New	+$245K	﹤0.01%	2563

Other funds holding BGIG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BGIG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Bahl & Gaynor Income Growth ETF (BGIG) in Q1 2026: 7,298 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #2563 among its holdings.

78 funds tracked by Wall St. Rank hold BGIG as of Q1 2026.

Carson Wealth (CWM LLC) held 7,298 shares of Bahl & Gaynor Income Growth ETF worth $243K as of Q1 2026.
Bahl & Gaynor Income Growth ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Bahl & Gaynor Income Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2563 holding.
78 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.