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

Concurrent Investment 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 		$446K Buy
+13,591
New +$425K ﹤0.01% 1473

Other funds holding SMIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Concurrent Investment Advisors's SMIG Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q2 2026: 13,591 shares worth $446K. The stake represents ﹤0.01% of the portfolio and ranks #1473 among its holdings.

63 funds tracked by Wall St. Rank hold SMIG as of Q2 2026.

  • Concurrent Investment Advisors held 13,591 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $446K as of Q2 2026.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1473 holding.
  • 63 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

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