MWM
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Merriman Wealth Management’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

Merriman Wealth Management’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
Q4 		$463K Buy
+15,900
New +$479K 0.02% 136

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
IWA
Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 1-Year Est. Return

Merriman Wealth Management's SMIG Position: Q4 2024 in Review

Merriman Wealth Management opened a new position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q4 2024: 15,900 shares worth $463K. The stake represents 0.02% of the portfolio and ranks #136 among its holdings.

48 funds tracked by Wall St. Rank hold SMIG as of Q4 2024.

  • Merriman Wealth Management held 15,900 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $463K as of Q4 2024.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF was a new Merriman Wealth Management position in Q4 2024.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #136 holding.
  • 48 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.