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BGIG

Bahl & Gaynor Income Growth ETF
1W: +1.4% 1M: +2.5% 3M: +5.8% YTD: +12.3% 1Y: +17.8%
$36.60
+0.22 (+0.60%)
 
Weekly Expected Move ±1.0%
$36 $36 $36 $37 $37
ETF AMEX · AUM $494.4M
Key Statistics
AUM$494M
Holdings50
Top 10 Wt39.1%
Volume57,122
Avg Volume124,465
Beta0.54
Portfolio Fundamentals
P/E5.2
P/B1.7
Div Yield2.13%
ROE36.8%
% Profitable89%
Inception2023-09-15
Sector Allocation
Technology 23.9%
Healthcare 15.8%
Financial Services 15.3%
Industrials 10.8%
Energy 10.5%
Utilities 7.2%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Broadcom Inc AVGO 4.85% $111.2M 279,798
2 UnitedHealth Group Inc UNH 4.83% $109.4M 252,954
3 Taiwan Semiconductor Manufacturing Co Ltd TSM 4.35% $100.4M 237,733
4 PNC Financial Services Group Inc/The PNC 4.13% $91.5M 362,852
5 Johnson & Johnson JNJ 4.12% $87.7M 344,282
6 AbbVie Inc ABBV 3.57% $77.4M 303,410
7 Microsoft Corp MSFT 3.42% $76.7M 197,285
8 Eli Lilly & Co LLY 3.33% $71.2M 61,272
9 Apollo Global Management Inc APO 3.26% $69.9M 585,350
10 Williams Cos Inc/The WMB 3.20% $71.3M 953,903

Recent Holding Changes

Date Holding Change Details
2026-07-24 JPM Changed 207258 → 195418
2026-07-24 MCD Changed 80192 → 75752
2026-07-24 HIG Changed 91086 → 85906
2026-07-24 CMI Changed 66124 → 62424
2026-07-24 SRE Changed 394764 → 372194

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