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

Uniting Wealth Partners’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 		$318K Sell
8,859
-508
-5% -$17.7K 0.06% 146
2026
Q1 		$312K Buy
+9,367
New +$315K 0.07% 143

Other funds holding BGIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 22.96% 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

Uniting Wealth Partners's BGIG Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Bahl & Gaynor Income Growth ETF (BGIG) stake by 5.4% in Q2 2026, selling an estimated $17.7K and leaving 8,859 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #146.

Uniting Wealth Partners first reported a position in BGIG in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold BGIG as of Q2 2026.

  • Uniting Wealth Partners held 8,859 shares of Bahl & Gaynor Income Growth ETF worth $318K as of Q2 2026.
  • Uniting Wealth Partners sold 508 Bahl & Gaynor Income Growth ETF shares in Q2 2026, an estimated $17.7K.
  • Bahl & Gaynor Income Growth ETF made up 0.06% of Uniting Wealth Partners's portfolio in Q2 2026, its #146 holding.
  • Uniting Wealth Partners first reported a position in Bahl & Gaynor Income Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.