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John Overdeck’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

John Overdeck’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 		$7.5M Buy
+228,500
New +$7.15M 0.01% 1762
2026
Q1 		– Sell
-70,600
Closed -$2.03M – 4900
2025
Q4 		$2.03M Buy
+70,600
New +$2.03M ﹤0.01% 2415
2025
Q2 		– Sell
-150,009
Closed -$4.28M – 3513
2025
Q1 		$4.28M Buy
+150,009
New +$4.4M 0.01% 1216

Other funds holding SMIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SA
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

John Overdeck's SMIG Position: Q2 2026 in Review

John Overdeck opened a new position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q2 2026: 228,500 shares worth $7.5M. The stake represents 0.01% of the portfolio and ranks #1762 among its holdings. This is a return to the name: John Overdeck previously reported a position in SMIG as recently as Q4 2025.

John Overdeck first reported a position in SMIG in Q1 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold SMIG as of Q2 2026.

  • John Overdeck held 228,500 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $7.5M as of Q2 2026.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF was a new John Overdeck position in Q2 2026.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1762 holding.
  • John Overdeck first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q1 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.