OpenArc Corporate Advisory’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

OpenArc Corporate Advisory’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 Q3	$450K	Sell	14,561 -760	-5%	-$24.8K	0.01%	582
2026 Q2	$503K	Hold	15,321	–	–	0.01%	482
2026 Q1	$450K	Buy	+15,321	New	+$463K	0.01%	472

Other funds holding SMIG

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Center for Wealth Management Advisory Milford, Ohio $161M AUM 25.38% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PUREfi Wealth Boston, Massachusetts $214M AUM 18.61% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

ORBA Wealth Advisors Chicago, Illinois $117M AUM 17.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OpenArc Corporate Advisory's SMIG Position: Q3 2026 in Review

OpenArc Corporate Advisory reduced its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) stake by 5% in Q3 2026, selling an estimated $24.8K and leaving 14,561 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #582.

OpenArc Corporate Advisory first reported a position in SMIG in Q1 2026 and has held it in 3 quarters since. The position peaked at $503K in Q2 2026. 11 funds tracked by Wall St. Rank hold SMIG as of Q3 2026.

OpenArc Corporate Advisory held 14,561 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $450K as of Q3 2026.
OpenArc Corporate Advisory sold 760 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q3 2026, an estimated $24.8K.
Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.01% of OpenArc Corporate Advisory's portfolio in Q3 2026, its #582 holding.
OpenArc Corporate Advisory first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q1 2026 and has held it in 3 quarters since.
OpenArc Corporate Advisory's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $503K in Q2 2026.
11 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q3 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q3 2026, filed 21 Oct 2026.