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 Q2	$1.46M	Buy	44,391 +334	+0.8%	+$10.5K	0.03%	491
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Mount Yale Investment Advisors's SMIG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) stake by 0.76% in Q2 2026, buying an estimated $10.5K and bringing the position to 44,391 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #491.

Mount Yale Investment Advisors first reported a position in SMIG in Q3 2025 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold SMIG as of Q2 2026.

Mount Yale Investment Advisors held 44,391 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $1.46M as of Q2 2026.
Mount Yale Investment Advisors bought 334 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q2 2026, an estimated $10.5K.
Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #491 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 4 quarters since.
63 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.