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

Cetera Investment Advisers’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
Q1 		$4.95M Buy
168,798
+8,911
+6% +$269K 0.01% 1511
2025
Q4 		$4.6M Buy
159,887
+19,395
+14% +$558K 0.01% 1512
2025
Q3 		$4.16M Buy
140,492
+4,435
+3% +$131K ﹤0.01% 1555
2025
Q2 		$3.93M Sell
136,057
-8,661
-6% -$244K 0.01% 1346
2025
Q1 		$4.13M Sell
144,718
-3,112
-2% -$91.2K 0.01% 1237
2024
Q4 		$4.3M Buy
147,830
+5,767
+4% +$174K 0.01% 1124
2024
Q3 		$4.16M Sell
142,063
-175,509
-55% -$4.92M 0.01% 1106
2024
Q2 		$8.33M Buy
317,572
+34,425
+12% +$909K 0.02% 747
2024
Q1 		$7.63M Buy
283,147
+7,817
+3% +$199K 0.02% 775
2023
Q4 		$6.94M Buy
275,330
+12,082
+5% +$282K 0.06% 337
2023
Q3 		$6M Buy
263,248
+2,351
+0.9% +$56.1K 0.05% 356
2023
Q2 		$6.27M Buy
260,897
+3,346
+1% +$77.3K 0.05% 345
2023
Q1 		$5.99M Buy
257,551
+912
+0.4% +$21.4K 0.05% 332
2022
Q4 		$5.81M Buy
256,639
+15,929
+7% +$360K 0.05% 339
2022
Q3 		$5.02M Buy
240,710
+14,577
+6% +$335K 0.1% 211
2022
Q2 		$4.95M Buy
+226,133
New +$5.21M 0.08% 257

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers's SMIG Position: Q1 2026 in Review

Cetera Investment Advisers increased its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) stake by 5.6% in Q1 2026, buying an estimated $269K and bringing the position to 168,798 shares worth $4.95M. The position accounts for 0.01% of the portfolio, ranked #1511.

Cetera Investment Advisers first reported a position in SMIG in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.33M in Q2 2024. 64 funds tracked by Wall St. Rank hold SMIG as of Q1 2026.

  • Cetera Investment Advisers held 168,798 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $4.95M as of Q1 2026.
  • Cetera Investment Advisers bought 8,911 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q1 2026, an estimated $269K.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1511 holding.
  • Cetera Investment Advisers first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Cetera Investment Advisers's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $8.33M in Q2 2024.
  • 64 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.