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

Wealthcare Advisory 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
Q2 		$1.65M Sell
50,194
-3,072
-6% -$96.2K 0.03% 394
2026
Q1 		$1.56M Sell
53,266
-1,105
-2% -$33.4K 0.03% 406
2025
Q4 		$1.57M Sell
54,371
-789
-1% -$22.7K 0.03% 407
2025
Q3 		$1.63M Buy
55,160
+100
+0.2% +$2.95K 0.03% 392
2025
Q2 		$1.59M Buy
55,060
+8,815
+19% +$248K 0.04% 377
2025
Q1 		$1.32M Sell
46,245
-3,586
-7% -$105K 0.04% 382
2024
Q4 		$1.45M Buy
49,831
+1,178
+2% +$35.5K 0.04% 338
2024
Q3 		$1.42M Buy
48,653
+5,871
+14% +$164K 0.04% 334
2024
Q2 		$1.12M Buy
42,782
+10,350
+32% +$273K 0.04% 351
2024
Q1 		$874K Buy
32,432
+14,099
+77% +$359K 0.03% 406
2023
Q4 		$462K Buy
+18,333
New +$428K 0.02% 499

Other funds holding SMIG

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealthcare Advisory Partners's SMIG Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) stake by 5.8% in Q2 2026, selling an estimated $96.2K and leaving 50,194 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #394.

Wealthcare Advisory Partners first reported a position in SMIG in Q4 2023 and has held it in 11 quarters since. 3 funds tracked by Wall St. Rank hold SMIG as of Q2 2026.

  • Wealthcare Advisory Partners held 50,194 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $1.65M as of Q2 2026.
  • Wealthcare Advisory Partners sold 3,072 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q2 2026, an estimated $96.2K.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #394 holding.
  • Wealthcare Advisory Partners first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 3 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.