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

Atria Investments’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	$2.43M	Buy	74,000 +375	+0.5%	+$11.7K	0.02%	668
2026 Q1	$2.16M	Buy	73,625 +35,636	+94%	+$1.08M	0.02%	673
2025 Q4	$1.09M	Buy	+37,989	New	+$1.09M	0.01%	1013
2023 Q2	–	Sell	-103,608	Closed	-$2.41M	–	881
2023 Q1	$2.41M	Buy	+103,608	New	+$2.43M	0.05%	473

Other funds holding SMIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atria Investments's SMIG Position: Q2 2026 in Review

Atria Investments increased its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) stake by 0.51% in Q2 2026, buying an estimated $11.7K and bringing the position to 74,000 shares worth $2.43M. The position accounts for 0.02% of the portfolio, ranked #668.

Atria Investments first reported a position in SMIG in Q1 2023 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold SMIG as of Q2 2026.

Atria Investments held 74,000 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $2.43M as of Q2 2026.
Atria Investments bought 375 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q2 2026, an estimated $11.7K.
Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #668 holding.
Atria Investments first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q1 2023 and has held it in 4 quarters since.
63 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.