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

Wealth Dimensions Group’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 		$1.23M Hold
41,775
– – 0.24% 52
2025
Q4 		$1.2M Hold
41,775
– – 0.24% 54
2025
Q3 		$1.24M Hold
41,775
– – 0.25% 52
2025
Q2 		$1.21M Hold
41,775
– – 0.27% 47
2025
Q1 		$1.19M Buy
+41,775
New +$1.22M 0.28% 47

Other funds holding SMIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Dimensions Group's SMIG Position: Q1 2026 in Review

Wealth Dimensions Group held its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) position steady in Q1 2026 at 41,775 shares worth $1.23M. The position accounts for 0.24% of the portfolio, ranked #52.

Wealth Dimensions Group first reported a position in SMIG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.24M in Q3 2025. 64 funds tracked by Wall St. Rank hold SMIG as of Q1 2026.

  • Wealth Dimensions Group held 41,775 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $1.23M as of Q1 2026.
  • Wealth Dimensions Group left its Bahl & Gaynor Small/Mid Cap Income Growth ETF share count unchanged in Q1 2026.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.24% of Wealth Dimensions Group's portfolio in Q1 2026, its #52 holding.
  • Wealth Dimensions Group first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Wealth Dimensions Group's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $1.24M in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.