Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

Cambridge Investment Research 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
Q2 		$3.74M Sell
113,974
-2,470
-2% -$77.3K 0.01% 1216
2026
Q1 		$3.42M Sell
116,444
-1,674
-1% -$50.6K 0.01% 1201
2025
Q4 		$3.4M Sell
118,118
-2,405
-2% -$69.2K 0.01% 1145
2025
Q3 		$3.57M Buy
120,523
+40,774
+51% +$1.2M 0.01% 1107
2025
Q2 		$2.3M Buy
79,749
+7,879
+11% +$222K 0.01% 1331
2025
Q1 		$2.05M Buy
71,870
+29,870
+71% +$875K 0.01% 1321
2024
Q4 		$1.22M Buy
42,000
+7,959
+23% +$240K ﹤0.01% 1710
2024
Q3 		$996K Buy
34,041
+2,550
+8% +$71.4K ﹤0.01% 1855
2024
Q2 		$826K Buy
31,491
+717
+2% +$18.9K ﹤0.01% 1905
2024
Q1 		$829K Buy
30,774
+1,165
+4% +$29.7K ﹤0.01% 1855
2023
Q4 		$746K Sell
29,609
-791
-3% -$18.5K ﹤0.01% 1856
2023
Q3 		$693K Buy
30,400
+6,597
+28% +$157K ﹤0.01% 1826
2023
Q2 		$572K Buy
23,803
+2,544
+12% +$58.8K ﹤0.01% 2024
2023
Q1 		$494K Buy
21,259
+3,223
+18% +$75.5K ﹤0.01% 2083
2022
Q4 		$408K Buy
18,036
+2,559
+17% +$57.9K ﹤0.01% 2186
2022
Q3 		$323K Buy
15,477
+3,732
+32% +$85.9K ﹤0.01% 2305
2022
Q2 		$257K Buy
+11,745
New +$271K ﹤0.01% 2521

Other funds holding SMIG

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWMO
Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 32.53% 1-Year Est. Return

Cambridge Investment Research Advisors's SMIG Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) stake by 2.1% in Q2 2026, selling an estimated $77.3K and leaving 113,974 shares worth $3.74M. The position accounts for 0.01% of the portfolio, ranked #1216.

Cambridge Investment Research Advisors first reported a position in SMIG in Q2 2022 and has held it in 17 quarters since. 31 funds tracked by Wall St. Rank hold SMIG as of Q2 2026.

  • Cambridge Investment Research Advisors held 113,974 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $3.74M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 2,470 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q2 2026, an estimated $77.3K.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1216 holding.
  • Cambridge Investment Research Advisors first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 31 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.