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

COWA LLC’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
2025
Q3 		– Sell
-8,034
Closed -$232K – 143
2025
Q2 		$232K Buy
+8,034
New +$226K 0.09% 119

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

COWA LLC's SMIG Position: Q3 2025 in Review

COWA LLC sold out of Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q3 2025, closing a stake of 8,034 shares — an estimated $232K sold.

COWA LLC first reported a position in SMIG in Q2 2025 and held it in 1 quarter. The position peaked at $232K in Q2 2025. 52 funds tracked by Wall St. Rank hold SMIG as of Q3 2025.

  • COWA LLC reported no remaining Bahl & Gaynor Small/Mid Cap Income Growth ETF position as of Q3 2025 after selling out during the quarter.
  • COWA LLC sold 8,034 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q3 2025, an estimated $232K.
  • COWA LLC first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q2 2025 and held it in 1 quarter.
  • COWA LLC's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $232K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q3 2025.

Based on COWA LLC's 13F filing for Q3 2025, filed 10 Nov 2025.