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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
Q2 		$503K Hold
15,321
– – 0.01% 482
2026
Q1 		$450K Buy
+15,321
New +$463K 0.01% 472

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SA
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

OpenArc Corporate Advisory's SMIG Position: Q2 2026 in Review

OpenArc Corporate Advisory held its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) position steady in Q2 2026 at 15,321 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #482.

OpenArc Corporate Advisory first reported a position in SMIG in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold SMIG as of Q2 2026.

  • OpenArc Corporate Advisory held 15,321 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $503K as of Q2 2026.
  • OpenArc Corporate Advisory left its Bahl & Gaynor Small/Mid Cap Income Growth ETF share count unchanged in Q2 2026.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #482 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 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.