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 Q2	$1.37M	Hold	41,775	–	–	0.25%	53
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealth Dimensions Group's SMIG Position: Q2 2026 in Review

Wealth Dimensions Group held its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) position steady in Q2 2026 at 41,775 shares worth $1.37M. The position accounts for 0.25% of the portfolio, ranked #53.

Wealth Dimensions Group first reported a position in SMIG in Q1 2025 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold SMIG as of Q2 2026.

Wealth Dimensions Group held 41,775 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $1.37M as of Q2 2026.
Wealth Dimensions Group left its Bahl & Gaynor Small/Mid Cap Income Growth ETF share count unchanged in Q2 2026.
Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.25% of Wealth Dimensions Group's portfolio in Q2 2026, its #53 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 6 quarters since.
63 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.