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Brooklyn Investment Group’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

Brooklyn Investment Group’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
2025
Q3 		– Sell
-436
Closed -$12.6K – 2369
2025
Q2 		$12.6K Hold
436
– – ﹤0.01% 2054
2025
Q1 		$12.4K Hold
436
– – ﹤0.01% 1417
2024
Q4 		$12.7K Buy
+436
New +$13.1K ﹤0.01% 902

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Brooklyn Investment Group's SMIG Position: Q3 2025 in Review

Brooklyn Investment Group sold out of Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q3 2025, closing a stake of 436 shares — an estimated $12.6K sold.

Brooklyn Investment Group first reported a position in SMIG in Q4 2024 and held it in 3 quarters. The position peaked at $12.7K in Q4 2024. 52 funds tracked by Wall St. Rank hold SMIG as of Q3 2025.

  • Brooklyn Investment Group reported no remaining Bahl & Gaynor Small/Mid Cap Income Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 436 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q3 2025, an estimated $12.6K.
  • Brooklyn Investment Group first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q4 2024 and held it in 3 quarters.
  • Brooklyn Investment Group's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $12.7K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.