MYIA
SMIG icon

Mount Yale Investment Advisors’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

Mount Yale Investment Advisors’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 		$1.29M Buy
44,057
+1,874
+4% +$56.6K 0.03% 463
2025
Q4 		$1.22M Sell
42,183
-6,529
-13% -$188K 0.06% 287
2025
Q3 		$1.45M Buy
+48,712
New +$1.44M 0.1% 210

Other funds holding SMIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mount Yale Investment Advisors's SMIG Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) stake by 4.4% in Q1 2026, buying an estimated $56.6K and bringing the position to 44,057 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #463.

Mount Yale Investment Advisors first reported a position in SMIG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.45M in Q3 2025. 64 funds tracked by Wall St. Rank hold SMIG as of Q1 2026.

  • Mount Yale Investment Advisors held 44,057 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $1.29M as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,874 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q1 2026, an estimated $56.6K.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #463 holding.
  • Mount Yale Investment Advisors first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $1.45M in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.