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

Impact Partnership Wealth’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
2024
Q1 		– Sell
-39
Closed -$983 – 849
2023
Q4 		$983 Buy
+39
New +$911 ﹤0.01% 751

Other funds holding SMIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Impact Partnership Wealth's SMIG Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q1 2024, closing a stake of 39 shares — an estimated $983 sold.

Impact Partnership Wealth first reported a position in SMIG in Q4 2023 and held it in 1 quarter. The position peaked at $983 in Q4 2023. 29 funds tracked by Wall St. Rank hold SMIG as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Bahl & Gaynor Small/Mid Cap Income Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 39 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q1 2024, an estimated $983.
  • Impact Partnership Wealth first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $983 in Q4 2023.
  • 29 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.