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Cetera Advisor Networks’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		– Sell
-8,245
Closed -$208K – 2917
2023
Q4 		$208K Buy
+8,245
New +$193K ﹤0.01% 2516

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 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 $338M AUM 18.79% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Cetera Advisor Networks's SMIG Position: Q1 2024 in Review

Cetera Advisor Networks sold out of Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q1 2024, closing a stake of 8,245 shares — an estimated $208K sold.

Cetera Advisor Networks first reported a position in SMIG in Q4 2023 and held it in 1 quarter. The position peaked at $208K in Q4 2023. 29 funds tracked by Wall St. Rank hold SMIG as of Q1 2024.

  • Cetera Advisor Networks reported no remaining Bahl & Gaynor Small/Mid Cap Income Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisor Networks sold 8,245 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q1 2024, an estimated $208K.
  • Cetera Advisor Networks first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q4 2023 and held it in 1 quarter.
  • Cetera Advisor Networks's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $208K in Q4 2023.
  • 29 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.