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Vertex Planning Partners’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

Vertex Planning 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 		$426K Sell
11,862
-1,049
-8% -$36.6K 0.06% 102
2026
Q1 		$429K Buy
+12,911
New +$434K 0.08% 86

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

Vertex Planning Partners's BGIG Position: Q2 2026 in Review

Vertex Planning Partners reduced its Bahl & Gaynor Income Growth ETF (BGIG) stake by 8.1% in Q2 2026, selling an estimated $36.6K and leaving 11,862 shares worth $426K. The position accounts for 0.06% of the portfolio, ranked #102.

Vertex Planning Partners first reported a position in BGIG in Q1 2026 and has held it in 2 quarters since. The position peaked at $429K in Q1 2026. 100 funds tracked by Wall St. Rank hold BGIG as of Q2 2026.

  • Vertex Planning Partners held 11,862 shares of Bahl & Gaynor Income Growth ETF worth $426K as of Q2 2026.
  • Vertex Planning Partners sold 1,049 Bahl & Gaynor Income Growth ETF shares in Q2 2026, an estimated $36.6K.
  • Bahl & Gaynor Income Growth ETF made up 0.06% of Vertex Planning Partners's portfolio in Q2 2026, its #102 holding.
  • Vertex Planning Partners first reported a position in Bahl & Gaynor Income Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • Vertex Planning Partners's Bahl & Gaynor Income Growth ETF position peaked at $429K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.