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

Cornerstone 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 		$266K Sell
7,424
-2,043
-22% -$71.2K 0.01% 642
2026
Q1 		$315K Buy
+9,467
New +$318K 0.02% 563

Other funds holding BGIG

TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its Bahl & Gaynor Income Growth ETF (BGIG) stake by 22% in Q2 2026, selling an estimated $71.2K and leaving 7,424 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #642.

Cornerstone Wealth Management first reported a position in BGIG in Q1 2026 and has held it in 2 quarters since. The position peaked at $315K in Q1 2026. 9 funds tracked by Wall St. Rank hold BGIG as of Q2 2026.

  • Cornerstone Wealth Management held 7,424 shares of Bahl & Gaynor Income Growth ETF worth $266K as of Q2 2026.
  • Cornerstone Wealth Management sold 2,043 Bahl & Gaynor Income Growth ETF shares in Q2 2026, an estimated $71.2K.
  • Bahl & Gaynor Income Growth ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #642 holding.
  • Cornerstone Wealth Management first reported a position in Bahl & Gaynor Income Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Wealth Management's Bahl & Gaynor Income Growth ETF position peaked at $315K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.