UBS Group
BGIG icon

UBS Group’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

UBS Group’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
2025
Q2 		– Sell
-40
Closed -$1.19K – 10259
2025
Q1 		$1.19K Sell
40
-168
-81% -$5K ﹤0.01% 9560
2024
Q4 		$6.1K Buy
208
+198
+1,980% +$5.95K ﹤0.01% 8594
2024
Q3 		$300 Buy
+10
New +$288 ﹤0.01% 9011
2024
Q2 		– Sell
-1
Closed -$28 – 9525
2024
Q1 		$28 Buy
+1
New +$27 ﹤0.01% 8994

Other funds holding BGIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
HWMO
Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 32.53% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group's BGIG Position: Q2 2025 in Review

UBS Group sold out of Bahl & Gaynor Income Growth ETF (BGIG) in Q2 2025, closing a stake of 40 shares — an estimated $1.19K sold.

UBS Group first reported a position in BGIG in Q1 2024 and held it in 4 quarters. The position peaked at $6.1K in Q4 2024. 18 funds tracked by Wall St. Rank hold BGIG as of Q2 2025.

  • UBS Group reported no remaining Bahl & Gaynor Income Growth ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 40 Bahl & Gaynor Income Growth ETF shares in Q2 2025, an estimated $1.19K.
  • UBS Group first reported a position in Bahl & Gaynor Income Growth ETF in Q1 2024 and held it in 4 quarters.
  • UBS Group's Bahl & Gaynor Income Growth ETF position peaked at $6.1K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.