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

Jones Financial Companies’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 Q1	$4.77K	Buy	+165	New	+$4.99K	﹤0.01%	3862

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jones Financial Companies's SMIG Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q1 2026: 165 shares worth $4.77K. The stake represents ﹤0.01% of the portfolio and ranks #3862 among its holdings.

64 funds tracked by Wall St. Rank hold SMIG as of Q1 2026.

Jones Financial Companies held 165 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $4.77K as of Q1 2026.
Bahl & Gaynor Small/Mid Cap Income Growth ETF was a new Jones Financial Companies position in Q1 2026.
Bahl & Gaynor Small/Mid Cap Income Growth ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3862 holding.
64 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.