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U.S. Capital Wealth Advisors’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

U.S. Capital Wealth Advisors’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 		$3.61M Buy
108,574
+2,458
+2% +$82.5K 0.09% 240
2025
Q4 		$3.43M Buy
+106,116
New +$3.42M 0.09% 239

Other funds holding BGIG

Morgan Stanley
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 $74.2B AUM 21.09% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

U.S. Capital Wealth Advisors's BGIG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Bahl & Gaynor Income Growth ETF (BGIG) stake by 2.3% in Q1 2026, buying an estimated $82.5K and bringing the position to 108,574 shares worth $3.61M. The position accounts for 0.09% of the portfolio, ranked #240.

U.S. Capital Wealth Advisors first reported a position in BGIG in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold BGIG as of Q1 2026.

  • U.S. Capital Wealth Advisors held 108,574 shares of Bahl & Gaynor Income Growth ETF worth $3.61M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 2,458 Bahl & Gaynor Income Growth ETF shares in Q1 2026, an estimated $82.5K.
  • Bahl & Gaynor Income Growth ETF made up 0.09% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #240 holding.
  • U.S. Capital Wealth Advisors first reported a position in Bahl & Gaynor Income Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.