Question 1

How many shares of SMIG does Waverly Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC holds 82,789 shares of SMIG (BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF).

Question 2

What is Waverly Advisors, LLC's SMIG position worth?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC's SMIG position is worth $2.7M.

Question 3

Is Waverly Advisors, LLC buying or selling SMIG?

Accepted Answer

In 2026-Q2, Waverly Advisors, LLC decreased their SMIG position (-0.2% change in shares).

Question 4

When did Waverly Advisors, LLC first buy SMIG?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in SMIG in 2023-Q1. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	82,789	-0.2%	$2.7M	0.0%	$32.81	0
2026-Q1	Decreased	82,981	-4.5%	$2.4M	0.0%	$31.06	0
2025-Q4	Decreased	86,853	-4.4%	$2.5M	0.0%	$28.99	0
2025-Q3	Decreased	90,886	-8.2%	$2.7M	0.0%	$29.25	0
2025-Q2	New	99,024	-	$2.9M	0.0%	$28.44	36
2024-Q1	Exited	0	-100.0%	$0	0.0%	$26.06	0
2023-Q4	Decreased	369,753	-3.1%	$9.3M	0.3%	$24.26	0
2023-Q3	Increased	381,723	+18.2%	$8.7M	0.4%	$21.80	39
2023-Q2	Decreased	322,861	-1.2%	$7.8M	0.3%	$22.72	0
2023-Q1	New	326,820	-	$7.6M	0.4%	$21.70	45

SMIG10 quarters

SMIG
10 quarters