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

HB 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 Q1	$328K	Buy	+9,873	New	+$332K	﹤0.01%	1181

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

HB Wealth Management's BGIG Position: Q1 2026 in Review

HB Wealth Management opened a new position in Bahl & Gaynor Income Growth ETF (BGIG) in Q1 2026: 9,873 shares worth $328K. The stake represents ﹤0.01% of the portfolio and ranks #1181 among its holdings.

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

HB Wealth Management held 9,873 shares of Bahl & Gaynor Income Growth ETF worth $328K as of Q1 2026.
Bahl & Gaynor Income Growth ETF was a new HB Wealth Management position in Q1 2026.
Bahl & Gaynor Income Growth ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1181 holding.
78 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.