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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Atria Investments's SMIG Position: Q1 2026 in Review

Atria Investments increased its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) stake by 94% in Q1 2026, buying an estimated $1.08M and bringing the position to 73,625 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #673.

Atria Investments first reported a position in SMIG in Q1 2023 and has held it in 3 quarters since. The position peaked at $2.41M in Q1 2023. 64 funds tracked by Wall St. Rank hold SMIG as of Q1 2026.

  • Atria Investments held 73,625 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $2.16M as of Q1 2026.
  • Atria Investments bought 35,636 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q1 2026, an estimated $1.08M.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #673 holding.
  • Atria Investments first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q1 2023 and has held it in 3 quarters since.
  • Atria Investments's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $2.41M in Q1 2023.
  • 64 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.