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 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

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

ORBA Wealth Advisors's SMIG Position: Q2 2026 in Review

ORBA Wealth Advisors opened a new position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q2 2026: 6,557 shares worth $215K. The stake represents 0.18% of the portfolio and ranks #83 among its holdings. This is a return to the name: ORBA Wealth Advisors previously reported a position in SMIG as recently as Q4 2025.

ORBA Wealth Advisors first reported a position in SMIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $656K in Q4 2024. 63 funds tracked by Wall St. Rank hold SMIG as of Q2 2026.

ORBA Wealth Advisors held 6,557 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $215K as of Q2 2026.
Bahl & Gaynor Small/Mid Cap Income Growth ETF was a new ORBA Wealth Advisors position in Q2 2026.
Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.18% of ORBA Wealth Advisors's portfolio in Q2 2026, its #83 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 10 quarters since.
ORBA Wealth Advisors's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $656K in Q4 2024.
63 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.