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Creative Financial Designs’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

Creative Financial Designs’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
-2,024
Closed -$58.4K – 2121
2025
Q2 		$58.4K Buy
2,024
+9
+0.4% +$254 ﹤0.01% 817
2025
Q1 		$57.5K Buy
2,015
+10
+0.5% +$293 ﹤0.01% 782
2024
Q4 		$58.3K Buy
2,005
+8
+0.4% +$241 ﹤0.01% 742
2024
Q3 		$58.4K Buy
1,997
+8
+0.4% +$224 ﹤0.01% 738
2024
Q2 		$52.2K Buy
1,989
+10
+0.5% +$264 ﹤0.01% 739
2024
Q1 		$53.3K Buy
1,979
+11
+0.6% +$280 0.01% 714
2023
Q4 		$49.6K Buy
1,968
+11
+0.6% +$257 0.01% 685
2023
Q3 		$44.6K Buy
1,957
+10
+0.5% +$239 0.01% 654
2023
Q2 		$46.8K Buy
1,947
+9
+0.5% +$208 0.01% 652
2023
Q1 		$45K Sell
1,938
-16,368
-89% -$383K 0.01% 624
2022
Q4 		$414K Sell
18,306
-10,226
-36% -$231K 0.06% 225
2022
Q3 		$595K Buy
28,532
+842
+3% +$19.4K 0.1% 168
2022
Q2 		$606K Buy
27,690
+25,790
+1,357% +$594K 0.1% 163
2022
Q1 		$45K Buy
+1,900
New +$46.3K 0.01% 584

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 $2.18B AUM 26.57% 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

Creative Financial Designs's SMIG Position: Q3 2025 in Review

Creative Financial Designs sold out of Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q3 2025, closing a stake of 2,024 shares — an estimated $58.4K sold.

Creative Financial Designs first reported a position in SMIG in Q1 2022 and held it in 14 quarters. The position peaked at $606K in Q2 2022. 52 funds tracked by Wall St. Rank hold SMIG as of Q3 2025.

  • Creative Financial Designs reported no remaining Bahl & Gaynor Small/Mid Cap Income Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Creative Financial Designs sold 2,024 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q3 2025, an estimated $58.4K.
  • Creative Financial Designs first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q1 2022 and held it in 14 quarters.
  • Creative Financial Designs's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $606K in Q2 2022.
  • 52 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.