LPL Financial
BGIG icon

LPL Financial’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

LPL Financial’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
Q3 		$19.8M Sell
563,778
-6,562
-1% -$239K ﹤0.01% 1627
2026
Q2 		$20.5M Sell
570,340
-1,431
-0.3% -$49.9K ﹤0.01% 1555
2026
Q1 		$19M Buy
+571,771
New +$19.2M 0.01% 1501

Other funds holding BGIG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial's BGIG Position: Q3 2026 in Review

LPL Financial reduced its Bahl & Gaynor Income Growth ETF (BGIG) stake by 1.2% in Q3 2026, selling an estimated $239K and leaving 563,778 shares worth $19.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

LPL Financial first reported a position in BGIG in Q1 2026 and has held it in 3 quarters since. The position peaked at $20.5M in Q2 2026. 92 funds tracked by Wall St. Rank hold BGIG as of Q3 2026.

  • LPL Financial held 563,778 shares of Bahl & Gaynor Income Growth ETF worth $19.8M as of Q3 2026.
  • LPL Financial sold 6,562 Bahl & Gaynor Income Growth ETF shares in Q3 2026, an estimated $239K.
  • Bahl & Gaynor Income Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #1627 holding.
  • LPL Financial first reported a position in Bahl & Gaynor Income Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • LPL Financial's Bahl & Gaynor Income Growth ETF position peaked at $20.5M in Q2 2026.
  • 92 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.