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

Stratos Wealth Partners’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 Q1	–	Sell	-7,327	Closed	-$211K	–	1686
2025 Q4	$211K	Hold	7,327	–	–	﹤0.01%	1487
2025 Q3	$217K	Sell	7,327 -61	-0.8%	-$1.8K	﹤0.01%	1424
2025 Q2	$213K	Buy	7,388 +201	+3%	+$5.66K	﹤0.01%	1305
2025 Q1	$205K	Sell	7,187 -3,940	-35%	-$115K	﹤0.01%	1264
2024 Q4	$324K	Buy	11,127 +1,997	+22%	+$60.2K	﹤0.01%	1115
2024 Q3	$267K	Buy	+9,130	New	+$256K	﹤0.01%	1206

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

PCIA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Stratos Wealth Partners's SMIG Position: Q1 2026 in Review

Stratos Wealth Partners sold out of Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q1 2026, closing a stake of 7,327 shares — an estimated $211K sold.

Stratos Wealth Partners first reported a position in SMIG in Q3 2024 and held it in 6 quarters. The position peaked at $324K in Q4 2024. 64 funds tracked by Wall St. Rank hold SMIG as of Q1 2026.

Stratos Wealth Partners reported no remaining Bahl & Gaynor Small/Mid Cap Income Growth ETF position as of Q1 2026 after selling out during the quarter.
Stratos Wealth Partners sold 7,327 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q1 2026, an estimated $211K.
Stratos Wealth Partners first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q3 2024 and held it in 6 quarters.
Stratos Wealth Partners's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $324K in Q4 2024.
64 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.