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

Cetera 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
2024 Q1	$7.46M	Buy	+276,901	New	+$7.06M	0.06%	335

Other funds holding SMIG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 $2.18B AUM 26.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors's SMIG Position: Q1 2024 in Review

Cetera Advisors opened a new position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q1 2024: 276,901 shares worth $7.46M. The stake represents 0.06% of the portfolio and ranks #335 among its holdings.

29 funds tracked by Wall St. Rank hold SMIG as of Q1 2024.

Cetera Advisors held 276,901 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $7.46M as of Q1 2024.
Bahl & Gaynor Small/Mid Cap Income Growth ETF was a new Cetera Advisors position in Q1 2024.
Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.06% of Cetera Advisors's portfolio in Q1 2024, its #335 holding.
29 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q1 2024.

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