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Freestone Capital Holdings’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

Freestone Capital Holdings’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 		$506K Buy
+15,437
New +$483K 0.01% 382

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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Freestone Capital Holdings's SMIG Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q2 2026: 15,437 shares worth $506K. The stake represents 0.01% of the portfolio and ranks #382 among its holdings.

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

  • Freestone Capital Holdings held 15,437 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $506K as of Q2 2026.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF was a new Freestone Capital Holdings position in Q2 2026.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #382 holding.
  • 31 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.