Darden Wealth Group’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

Darden Wealth Group’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	$742K	Buy	+22,600	New	+$708K	0.29%	66

Other funds holding SMIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Darden Wealth Group's SMIG Position: Q2 2026 in Review

Darden Wealth Group opened a new position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q2 2026: 22,600 shares worth $742K. The stake represents 0.29% of the portfolio and ranks #66 among its holdings.

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

Darden Wealth Group held 22,600 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $742K as of Q2 2026.
Bahl & Gaynor Small/Mid Cap Income Growth ETF was a new Darden Wealth Group position in Q2 2026.
Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.29% of Darden Wealth Group's portfolio in Q2 2026, its #66 holding.
63 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.