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Jeff Yass’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

Jeff Yass’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 		$372K Sell
10,370
-17,840
-63% -$622K ﹤0.01% 10580
2026
Q1 		$938K Buy
28,210
+20,601
+271% +$692K ﹤0.01% 8032
2025
Q4 		$246K Buy
+7,609
New +$246K ﹤0.01% 10412
2025
Q2 		– Sell
-12,874
Closed -$381K – 12660
2025
Q1 		$381K Buy
+12,874
New +$383K ﹤0.01% 9515

Other funds holding BGIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jeff Yass's BGIG Position: Q2 2026 in Review

Jeff Yass reduced its Bahl & Gaynor Income Growth ETF (BGIG) stake by 63% in Q2 2026, selling an estimated $622K and leaving 10,370 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #10580.

Jeff Yass first reported a position in BGIG in Q1 2025 and has held it in 4 quarters since. The position peaked at $938K in Q1 2026. 100 funds tracked by Wall St. Rank hold BGIG as of Q2 2026.

  • Jeff Yass held 10,370 shares of Bahl & Gaynor Income Growth ETF worth $372K as of Q2 2026.
  • Jeff Yass sold 17,840 Bahl & Gaynor Income Growth ETF shares in Q2 2026, an estimated $622K.
  • Bahl & Gaynor Income Growth ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10580 holding.
  • Jeff Yass first reported a position in Bahl & Gaynor Income Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • Jeff Yass's Bahl & Gaynor Income Growth ETF position peaked at $938K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.