Waverly Advisors, LLC
Position in SMIG — Bahl & Gaynor Small/Mid Cap Income Growth ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in SMIG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMIG | $2,435,492 | 82,981 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SMIG | $2,501,366 | 86,853 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 SMIG | $2,692,043 | 90,886 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SMIG | $2,856,842 | 99,024 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 SMIG | $9,317,775 | 369,753 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 SMIG | $8,699,467 | 381,723 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 SMIG | $7,755,121 | 322,861 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 SMIG | $7,595,296 | 326,820 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||