D.A. Davidson & Co
BGIG icon

D.A. Davidson & Co’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

D.A. Davidson & Co’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 		$2.27M Buy
64,516
+4,044
+7% +$147K 0.01% 695
2026
Q2 		$2.17M Buy
60,472
+10,994
+22% +$383K 0.01% 719
2026
Q1 		$1.65M Buy
+49,478
New +$1.66M 0.01% 757

Other funds holding BGIG

Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TCFG Investment Advisors
TCFG Investment Advisors Laguna Niguel, California $293M AUM
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Heritage Wealth Management (Ohio)
Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 27.02% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

D.A. Davidson & Co's BGIG Position: Q3 2026 in Review

D.A. Davidson & Co increased its Bahl & Gaynor Income Growth ETF (BGIG) stake by 6.7% in Q3 2026, buying an estimated $147K and bringing the position to 64,516 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #695.

D.A. Davidson & Co first reported a position in BGIG in Q1 2026 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold BGIG as of Q3 2026.

  • D.A. Davidson & Co held 64,516 shares of Bahl & Gaynor Income Growth ETF worth $2.27M as of Q3 2026.
  • D.A. Davidson & Co bought 4,044 Bahl & Gaynor Income Growth ETF shares in Q3 2026, an estimated $147K.
  • Bahl & Gaynor Income Growth ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #695 holding.
  • D.A. Davidson & Co first reported a position in Bahl & Gaynor Income Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.