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

PUREfi Wealth’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	$402K	Hold	13,000	–	–	0.19%	133
2026 Q2	$427K	Hold	13,000	–	–	0.23%	114
2026 Q1	$382K	Hold	13,000	–	–	0.25%	109
2025 Q4	$374K	Hold	13,000	–	–	0.29%	94
2025 Q3	$385K	Buy	13,000 +1,600	+14%	+$47.2K	0.3%	94
2025 Q2	$329K	Buy	+11,400	New	+$321K	0.26%	102

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

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 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

PUREfi Wealth's SMIG Position: Q3 2026 in Review

PUREfi Wealth held its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) position steady in Q3 2026 at 13,000 shares worth $402K. The position accounts for 0.19% of the portfolio, ranked #133.

PUREfi Wealth first reported a position in SMIG in Q2 2025 and has held it in 6 quarters since. The position peaked at $427K in Q2 2026. 9 funds tracked by Wall St. Rank hold SMIG as of Q3 2026.

PUREfi Wealth held 13,000 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $402K as of Q3 2026.
PUREfi Wealth left its Bahl & Gaynor Small/Mid Cap Income Growth ETF share count unchanged in Q3 2026.
Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.19% of PUREfi Wealth's portfolio in Q3 2026, its #133 holding.
PUREfi Wealth first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q2 2025 and has held it in 6 quarters since.
PUREfi Wealth's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $427K in Q2 2026.
9 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.