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BGIG

Bahl & Gaynor Income Growth ETF
1W: -0.9% 1M: -3.2% 3M: +2.8% YTD: +12.2% 1Y: +15.0%
$36.34
+0.21 (+0.58%)
 
Weekly Expected Move ±0.9%
$36 $36 $36 $37 $37
ETF AMEX · AUM $490.9M
Key Statistics
AUM$491M
Holdings48
Top 10 Wt41.3%
Volume104,359
Avg Volume123,002
Beta0.53
Portfolio Fundamentals
P/E4.7
P/B1.8
Div Yield2.20%
ROE42.4%
% Profitable94%
Inception2023-09-15
Sector Allocation
Technology 25.2%
Healthcare 16.4%
Financial Services 15.6%
Energy 10.9%
Industrials 10.1%
Utilities 6.7%
+5 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Microsoft Corp MSFT 4.90% $108.0M 219,314
2 Taiwan Semiconductor Manufacturing Co Ltd TSM 4.71% $103.6M 237,797
3 Broadcom Inc AVGO 4.64% $101.0M 279,927
4 UnitedHealth Group Inc UNH 4.52% $98.8M 253,020
5 Johnson & Johnson JNJ 4.18% $92.6M 344,303
6 AbbVie Inc ABBV 3.98% $87.0M 348,883
7 PNC Financial Services Group Inc/The PNC 3.97% $87.5M 362,876
8 Chevron Corp CVX 3.68% $80.5M 377,938
9 Apollo Global Management Inc APO 3.49% $76.1M 585,209
10 Williams Cos Inc/The WMB 3.26% $71.3M 953,318

Recent Holding Changes

Date Holding Change Details
2026-09-07 TRV Changed 148967 → 148832
2026-09-07 JPM Changed 195223 → 195084
2026-09-07 ACN Changed 106647 → 106366
2026-09-07 XOM Changed 174854 → 174543
2026-09-07 ANTM New

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms