ORBA Wealth Advisors
SMIG icon

ORBA Wealth Advisors’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

ORBA Wealth 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
Q3 		$203K Buy
6,571
+14
+0.2% +$457 0.17% 80
2026
Q2 		$215K Buy
+6,557
New +$205K 0.18% 83
2026
Q1 		– Sell
-7,075
Closed -$204K – 79
2025
Q4 		$204K Sell
7,075
-3,280
-32% -$94.4K 0.18% 78
2025
Q3 		$307K Sell
10,355
-225
-2% -$6.64K 0.25% 66
2025
Q2 		$305K Sell
10,580
-11,404
-52% -$321K 0.28% 62
2025
Q1 		$627K Sell
21,984
-568
-3% -$16.6K 0.32% 54
2024
Q4 		$656K Buy
22,552
+1,001
+5% +$30.2K 0.34% 53
2024
Q3 		$631K Sell
21,551
-524
-2% -$14.7K 0.32% 52
2024
Q2 		$579K Sell
22,075
-175
-0.8% -$4.62K 0.3% 54
2024
Q1 		$599K Sell
22,250
-395
-2% -$10.1K 0.33% 47
2023
Q4 		$571K Buy
+22,645
New +$529K 0.34% 47

Other funds holding SMIG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

ORBA Wealth Advisors's SMIG Position: Q3 2026 in Review

ORBA Wealth Advisors increased its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) stake by 0.21% in Q3 2026, buying an estimated $457 and bringing the position to 6,571 shares worth $203K. The position accounts for 0.17% of the portfolio, ranked #80.

ORBA Wealth Advisors first reported a position in SMIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $656K in Q4 2024. 47 funds tracked by Wall St. Rank hold SMIG as of Q3 2026.

  • ORBA Wealth Advisors held 6,571 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $203K as of Q3 2026.
  • ORBA Wealth Advisors bought 14 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q3 2026, an estimated $457.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.17% of ORBA Wealth Advisors's portfolio in Q3 2026, its #80 holding.
  • ORBA Wealth Advisors first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • ORBA Wealth Advisors's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $656K in Q4 2024.
  • 47 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.