Moors & Cabot
BGIG icon

Moors & Cabot’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

Moors & Cabot’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 		$816K Sell
23,196
-2,751
-11% -$100K 0.03% 435
2026
Q2 		$931K Buy
+25,947
New +$905K 0.04% 409

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Prime Capital Investment Advisors
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Truist Financial
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US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
TCFG Investment Advisors
TCFG Investment Advisors Laguna Niguel, California $293M AUM
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Moors & Cabot's BGIG Position: Q3 2026 in Review

Moors & Cabot reduced its Bahl & Gaynor Income Growth ETF (BGIG) stake by 11% in Q3 2026, selling an estimated $100K and leaving 23,196 shares worth $816K. The position accounts for 0.03% of the portfolio, ranked #435.

Moors & Cabot first reported a position in BGIG in Q2 2026 and has held it in 2 quarters since. The position peaked at $931K in Q2 2026. 54 funds tracked by Wall St. Rank hold BGIG as of Q3 2026.

  • Moors & Cabot held 23,196 shares of Bahl & Gaynor Income Growth ETF worth $816K as of Q3 2026.
  • Moors & Cabot sold 2,751 Bahl & Gaynor Income Growth ETF shares in Q3 2026, an estimated $100K.
  • Bahl & Gaynor Income Growth ETF made up 0.03% of Moors & Cabot's portfolio in Q3 2026, its #435 holding.
  • Moors & Cabot first reported a position in Bahl & Gaynor Income Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Moors & Cabot's Bahl & Gaynor Income Growth ETF position peaked at $931K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.