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

Waverly 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
2025 Q2	$2.86M	Buy
2024 Q1	–	Sell
2023 Q4	$9.32M	Sell
2023 Q3	$8.7M	Buy
2023 Q2	$7.76M	Sell
2023 Q1	$7.6M	Buy