EdgeRock Capital’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

EdgeRock Capital’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	$238K	Buy	+6,755	New	+$246K	0.05%	141

Other funds holding BGIG

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

EdgeRock Capital's BGIG Position: Q3 2026 in Review

EdgeRock Capital opened a new position in Bahl & Gaynor Income Growth ETF (BGIG) in Q3 2026: 6,755 shares worth $238K. The stake represents 0.05% of the portfolio and ranks #141 among its holdings.

59 funds tracked by Wall St. Rank hold BGIG as of Q3 2026.

EdgeRock Capital held 6,755 shares of Bahl & Gaynor Income Growth ETF worth $238K as of Q3 2026.
Bahl & Gaynor Income Growth ETF was a new EdgeRock Capital position in Q3 2026.
Bahl & Gaynor Income Growth ETF made up 0.05% of EdgeRock Capital's portfolio in Q3 2026, its #141 holding.
59 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q3 2026.

Based on EdgeRock Capital's 13F filing for Q3 2026, filed 3 Nov 2026.