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

Institute for 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 Q2	$60.5K	Buy	+1,687	New	+$58.8K	0.01%	822

Other funds holding BGIG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Institute for Wealth Management's BGIG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Bahl & Gaynor Income Growth ETF (BGIG) in Q2 2026: 1,687 shares worth $60.5K. The stake represents 0.01% of the portfolio and ranks #822 among its holdings.

57 funds tracked by Wall St. Rank hold BGIG as of Q2 2026.

Institute for Wealth Management held 1,687 shares of Bahl & Gaynor Income Growth ETF worth $60.5K as of Q2 2026.
Bahl & Gaynor Income Growth ETF was a new Institute for Wealth Management position in Q2 2026.
Bahl & Gaynor Income Growth ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #822 holding.
57 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.