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

Strait & Sound Wealth Management’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 		$222K Buy
+6,772
New +$212K 0.08% 147

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

Strait & Sound Wealth Management's SMIG Position: Q2 2026 in Review

Strait & Sound Wealth Management opened a new position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q2 2026: 6,772 shares worth $222K. The stake represents 0.08% of the portfolio and ranks #147 among its holdings.

63 funds tracked by Wall St. Rank hold SMIG as of Q2 2026.

  • Strait & Sound Wealth Management held 6,772 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $222K as of Q2 2026.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF was a new Strait & Sound Wealth Management position in Q2 2026.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.08% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #147 holding.
  • 63 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.