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Kestra Advisory Services’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

Kestra Advisory Services’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 		– Sell
-3,000
Closed -$97.1K – 3242
2025
Q4 		$97.1K Buy
+3,000
New +$96.8K ﹤0.01% 3451

Other funds holding BGIG

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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

Kestra Advisory Services's BGIG Position: Q1 2026 in Review

Kestra Advisory Services sold out of Bahl & Gaynor Income Growth ETF (BGIG) in Q1 2026, closing a stake of 3,000 shares — an estimated $97.1K sold.

Kestra Advisory Services first reported a position in BGIG in Q4 2025 and held it in 1 quarter. The position peaked at $97.1K in Q4 2025. 79 funds tracked by Wall St. Rank hold BGIG as of Q1 2026.

  • Kestra Advisory Services reported no remaining Bahl & Gaynor Income Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,000 Bahl & Gaynor Income Growth ETF shares in Q1 2026, an estimated $97.1K.
  • Kestra Advisory Services first reported a position in Bahl & Gaynor Income Growth ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Bahl & Gaynor Income Growth ETF position peaked at $97.1K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.