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Avantax Advisory Services’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

Avantax Advisory Services’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
2023
Q4 		– Sell
-16,333
Closed -$372K – 1664
2023
Q3 		$372K Buy
16,333
+6,467
+66% +$154K ﹤0.01% 1072
2023
Q2 		$237K Buy
+9,866
New +$228K ﹤0.01% 1316

Other funds holding SMIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avantax Advisory Services's SMIG Position: Q4 2023 in Review

Avantax Advisory Services sold out of Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q4 2023, closing a stake of 16,333 shares — an estimated $372K sold.

Avantax Advisory Services first reported a position in SMIG in Q2 2023 and held it in 2 quarters. The position peaked at $372K in Q3 2023. 32 funds tracked by Wall St. Rank hold SMIG as of Q4 2023.

  • Avantax Advisory Services reported no remaining Bahl & Gaynor Small/Mid Cap Income Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 16,333 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q4 2023, an estimated $372K.
  • Avantax Advisory Services first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q2 2023 and held it in 2 quarters.
  • Avantax Advisory Services's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $372K in Q3 2023.
  • 32 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.