PUREfi Wealth
BGIG icon

PUREfi Wealth’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

PUREfi Wealth’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 		$382K Hold
10,855
– – 0.18% 137
2026
Q2 		$390K Hold
10,855
– – 0.21% 129
2026
Q1 		$361K Buy
+10,855
New +$364K 0.24% 116

Other funds holding BGIG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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

PUREfi Wealth's BGIG Position: Q3 2026 in Review

PUREfi Wealth held its Bahl & Gaynor Income Growth ETF (BGIG) position steady in Q3 2026 at 10,855 shares worth $382K. The position accounts for 0.18% of the portfolio, ranked #137.

PUREfi Wealth first reported a position in BGIG in Q1 2026 and has held it in 3 quarters since. The position peaked at $390K in Q2 2026. 52 funds tracked by Wall St. Rank hold BGIG as of Q3 2026.

  • PUREfi Wealth held 10,855 shares of Bahl & Gaynor Income Growth ETF worth $382K as of Q3 2026.
  • PUREfi Wealth left its Bahl & Gaynor Income Growth ETF share count unchanged in Q3 2026.
  • Bahl & Gaynor Income Growth ETF made up 0.18% of PUREfi Wealth's portfolio in Q3 2026, its #137 holding.
  • PUREfi Wealth first reported a position in Bahl & Gaynor Income Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • PUREfi Wealth's Bahl & Gaynor Income Growth ETF position peaked at $390K in Q2 2026.
  • 52 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.