Arkadios Wealth Advisors’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

Arkadios Wealth Advisors’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 Q1	$214K	Sell	7,290 -265	-4%	-$8.01K	﹤0.01%	1540
2025 Q4	$218K	Buy	+7,555	New	+$217K	﹤0.01%	1411
2024 Q1	–	Sell	-66,746	Closed	-$1.68M	–	785
2023 Q4	$1.68M	Buy	66,746 +2,565	+4%	+$59.9K	0.14%	154
2023 Q3	$1.46M	Buy	64,181 +45,794	+249%	+$1.09M	0.14%	158
2023 Q2	$442K	Buy	18,387 +373	+2%	+$8.62K	0.05%	340
2023 Q1	$419K	Buy	+18,014	New	+$422K	0.05%	347

Other funds holding SMIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Arkadios Wealth Advisors's SMIG Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) stake by 3.5% in Q1 2026, selling an estimated $8.01K and leaving 7,290 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Arkadios Wealth Advisors first reported a position in SMIG in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.68M in Q4 2023. 64 funds tracked by Wall St. Rank hold SMIG as of Q1 2026.

Arkadios Wealth Advisors held 7,290 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $214K as of Q1 2026.
Arkadios Wealth Advisors sold 265 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q1 2026, an estimated $8.01K.
Bahl & Gaynor Small/Mid Cap Income Growth ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1540 holding.
Arkadios Wealth Advisors first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q1 2023 and has held it in 6 quarters since.
Arkadios Wealth Advisors's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $1.68M in Q4 2023.
64 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.