Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

Northwestern Mutual 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 		– Sell
-414
Closed -$13.8K – 4109
2026
Q1 		$13.8K Buy
414
+413
+41,300% +$13.9K ﹤0.01% 2947
2025
Q4 		$32 Buy
+1
New +$32 ﹤0.01% 3930

Other funds holding BGIG

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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 22.9% 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

Northwestern Mutual Wealth Management's BGIG Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Bahl & Gaynor Income Growth ETF (BGIG) in Q2 2026, closing a stake of 414 shares — an estimated $13.8K sold.

Northwestern Mutual Wealth Management first reported a position in BGIG in Q4 2025 and held it in 2 quarters. The position peaked at $13.8K in Q1 2026. 100 funds tracked by Wall St. Rank hold BGIG as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining Bahl & Gaynor Income Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 414 Bahl & Gaynor Income Growth ETF shares in Q2 2026, an estimated $13.8K.
  • Northwestern Mutual Wealth Management first reported a position in Bahl & Gaynor Income Growth ETF in Q4 2025 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Bahl & Gaynor Income Growth ETF position peaked at $13.8K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.