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

Independent Financial 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
2025 Q3	–	Sell	-269,775	Closed	-$7.78M	–	1419
2025 Q2	$7.78M	Sell	269,775 -29,425	-10%	-$829K	0.21%	84
2025 Q1	$8.54M	Buy	299,200 +66,492	+29%	+$1.95M	0.29%	57
2024 Q4	$6.77M	Buy	+232,708	New	+$7.01M	0.23%	84

Other funds holding SMIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

Independent Financial Group's SMIG Position: Q3 2025 in Review

Independent Financial Group sold out of Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q3 2025, closing a stake of 269,775 shares — an estimated $7.78M sold.

Independent Financial Group first reported a position in SMIG in Q4 2024 and held it in 3 quarters. The position peaked at $8.54M in Q1 2025. 52 funds tracked by Wall St. Rank hold SMIG as of Q3 2025.

Independent Financial Group reported no remaining Bahl & Gaynor Small/Mid Cap Income Growth ETF position as of Q3 2025 after selling out during the quarter.
Independent Financial Group sold 269,775 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q3 2025, an estimated $7.78M.
Independent Financial Group first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q4 2024 and held it in 3 quarters.
Independent Financial Group's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $8.54M in Q1 2025.
52 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.