HighTower Advisors
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HighTower Advisors’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

HighTower Advisors’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 		$2.17M Buy
65,315
+45,153
+224% +$1.52M ﹤0.01% 1666
2025
Q4 		$652K Buy
20,162
+4,373
+28% +$141K ﹤0.01% 2429
2025
Q3 		$509K Buy
15,789
+2,162
+16% +$67.4K ﹤0.01% 2611
2025
Q2 		$415K Buy
+13,627
New +$398K ﹤0.01% 2682

Other funds holding BGIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

HighTower Advisors's BGIG Position: Q1 2026 in Review

HighTower Advisors increased its Bahl & Gaynor Income Growth ETF (BGIG) stake by 224% in Q1 2026, buying an estimated $1.52M and bringing the position to 65,315 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

HighTower Advisors first reported a position in BGIG in Q2 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold BGIG as of Q1 2026.

  • HighTower Advisors held 65,315 shares of Bahl & Gaynor Income Growth ETF worth $2.17M as of Q1 2026.
  • HighTower Advisors bought 45,153 Bahl & Gaynor Income Growth ETF shares in Q1 2026, an estimated $1.52M.
  • Bahl & Gaynor Income Growth ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1666 holding.
  • HighTower Advisors first reported a position in Bahl & Gaynor Income Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.