CASTLE WEALTH MANAGEMENT LLC
Position in SMIG — Bahl & Gaynor Small/Mid Cap Income Growth ETF
CIK 1936420
BOYNTON BEACH, FL
All Filings in SMIG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMIG | $6,466,274 | 220,316 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 SMIG | $6,236,899 | 216,559 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 SMIG | $6,432,723 | 217,175 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 SMIG | $6,260,017 | 216,985 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 SMIG | $5,796,440 | 203,170 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 SMIG | $5,981,563 | 205,552 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 SMIG | $6,479,480 | 221,445 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 SMIG | $5,625,252 | 214,377 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 SMIG | $5,780,650 | 214,575 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 SMIG | $5,284,515 | 209,703 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 SMIG | $4,971,843 | 218,159 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 SMIG | $1,286,943 | 53,578 | Shares | Sole | 2023-07-17 | |
| 2022-09-30 SMIG | $79,812 | 3,825 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 SMIG | $105,537 | 4,825 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||