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

Sound Income Strategies’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
2025 Q2	–	Sell	-140	Closed	-$3.99K	–	1697
2025 Q1	$3.99K	Hold	140	–	–	﹤0.01%	1107
2024 Q4	$4.07K	Buy	+140	New	+$4.22K	﹤0.01%	1035

Other funds holding SMIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Sound Income Strategies's SMIG Position: Q2 2025 in Review

Sound Income Strategies sold out of Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q2 2025, closing a stake of 140 shares — an estimated $3.99K sold.

Sound Income Strategies first reported a position in SMIG in Q4 2024 and held it in 2 quarters. The position peaked at $4.07K in Q4 2024. 56 funds tracked by Wall St. Rank hold SMIG as of Q2 2025.

Sound Income Strategies reported no remaining Bahl & Gaynor Small/Mid Cap Income Growth ETF position as of Q2 2025 after selling out during the quarter.
Sound Income Strategies sold 140 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q2 2025, an estimated $3.99K.
Sound Income Strategies first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q4 2024 and held it in 2 quarters.
Sound Income Strategies's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $4.07K in Q4 2024.
56 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.