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Allworth Financial’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

Allworth Financial’s Portfolio SMIG Stock Details SMIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-208
Closed -$6.11K – 5379
2026
Q1 		$6.11K Buy
+208
New +$6.29K ﹤0.01% 3834

Other funds holding SMIG

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Allworth Financial's SMIG Position: Q2 2026 in Review

Allworth Financial sold out of Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q2 2026, closing a stake of 208 shares — an estimated $6.11K sold.

Allworth Financial first reported a position in SMIG in Q1 2026 and held it in 1 quarter. The position peaked at $6.11K in Q1 2026. 63 funds tracked by Wall St. Rank hold SMIG as of Q2 2026.

  • Allworth Financial reported no remaining Bahl & Gaynor Small/Mid Cap Income Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 208 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q2 2026, an estimated $6.11K.
  • Allworth Financial first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q1 2026 and held it in 1 quarter.
  • Allworth Financial's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $6.11K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.