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

Wealth Intelligence’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
-79,570
Closed -$2.29M – 64
2025
Q4 		$2.29M Buy
+79,570
New +$2.29M 1.14% 19

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealth Intelligence's SMIG Position: Q1 2026 in Review

Wealth Intelligence sold out of Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q1 2026, closing a stake of 79,570 shares — an estimated $2.29M sold.

Wealth Intelligence first reported a position in SMIG in Q4 2025 and held it in 1 quarter. The position peaked at $2.29M in Q4 2025. 64 funds tracked by Wall St. Rank hold SMIG as of Q1 2026.

  • Wealth Intelligence reported no remaining Bahl & Gaynor Small/Mid Cap Income Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Intelligence sold 79,570 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q1 2026, an estimated $2.29M.
  • Wealth Intelligence first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q4 2025 and held it in 1 quarter.
  • Wealth Intelligence's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $2.29M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q1 2026.

Based on Wealth Intelligence's 13F filing for Q1 2026, filed 15 Apr 2026.