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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
Q3 		$245K Sell
6,973
-451
-6% -$16.4K 0.01% 662
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
TCFG Investment Advisors
TCFG Investment Advisors Laguna Niguel, California $293M AUM
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cornerstone Wealth Management's BGIG Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Bahl & Gaynor Income Growth ETF (BGIG) stake by 6.1% in Q3 2026, selling an estimated $16.4K and leaving 6,973 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #662.

Cornerstone Wealth Management first reported a position in BGIG in Q1 2026 and has held it in 3 quarters since. The position peaked at $315K in Q1 2026. 59 funds tracked by Wall St. Rank hold BGIG as of Q3 2026.

  • Cornerstone Wealth Management held 6,973 shares of Bahl & Gaynor Income Growth ETF worth $245K as of Q3 2026.
  • Cornerstone Wealth Management sold 451 Bahl & Gaynor Income Growth ETF shares in Q3 2026, an estimated $16.4K.
  • Bahl & Gaynor Income Growth ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #662 holding.
  • Cornerstone Wealth Management first reported a position in Bahl & Gaynor Income Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • Cornerstone Wealth Management's Bahl & Gaynor Income Growth ETF position peaked at $315K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.