Purchases and Sales Made in Q3 2025 in ETF Ser Solutions Aam Bahl Gay (SMIG)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Bahl Gay (SMIG) during Q3 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS AAM BAHL GAY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
782K+ 8.82% |
$22.6M - $23.6M
|
9.65M
$273M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
524K+ 9.28% |
$15.2M - $15.8M
|
6.17M
$175M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
271K+ 207.17% |
$7.83M - $8.18M
|
402K
$11.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
170KNew |
$4.92M - $5.13M
|
170K
$4.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
168K+ 108.73% |
$4.85M - $5.06M
|
322K
$9.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
122K+ 93.04% |
$3.52M - $3.67M
|
252K
$7.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
120K+ 19.52% |
$3.46M - $3.62M
|
733K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
48.7KNew |
$1.41M - $1.47M
|
48.7K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
46.9K+ 2.48% |
$1.36M - $1.42M
|
1.94M
$55M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.8K+ 51.13% |
$1.18M - $1.23M
|
121K
$3.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33K+ 1.45% |
$954K - $996K
|
2.31M
$65.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
32.9KNew |
$952K - $993K
|
32.9K
$932K
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
30.5KNew |
$882K - $921K
|
30.5K
$864K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.5K+ 20.09% |
$710K - $741K
|
147K
$4.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24.3KNew |
$704K - $735K
|
24.3K
$690K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.5K+ 14.77% |
$650K - $679K
|
175K
$4.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
20.9K+ 7.05% |
$604K - $630K
|
317K
$8.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
15.3K+ 9.02% |
$442K - $462K
|
185K
$5.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
12.8K+ 5.5% |
$371K - $387K
|
246K
$6.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.56K+ 7.07% |
$247K - $258K
|
130K
$3.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
7.88KNew |
$228K - $238K
|
7.88K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.79K+ 25.31% |
$225K - $235K
|
38.6K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
7.53K+ 26.57% |
$218K - $227K
|
35.9K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.49K+ 6.66% |
$188K - $196K
|
104K
$2.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.72K+ 9.33% |
$165K - $173K
|
67K
$1.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.03K+ 1.7% |
$145K - $152K
|
300K
$8.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.01K+ 6.94% |
$145K - $151K
|
77.2K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.44K+ 3.26% |
$128K - $134K
|
140K
$3.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.6K+ 14.04% |
$46.3K - $48.3K
|
13K
$368K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.22K+ 30.75% |
$35.3K - $36.8K
|
5.19K
$147K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.15K+ 9.15% |
$33.1K - $34.6K
|
13.7K
$387K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
894+ 9.91% |
$25.9K - $27K
|
9.91K
$281K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
190+ 0.09% |
$5.49K - $5.74K
|
217K
$6.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
179+ 0.09% |
$5.18K - $5.4K
|
189K
$5.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
100+ 0.18% |
$2.89K - $3.02K
|
55.2K
$1.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
69New |
$2K - $2.08K
|
69
$1.95K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
57New |
$1.65K - $1.72K
|
57
$1.61K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-55- 19.37% |
$1.59K - $1.66K
|
229
$6.49K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-61- 0.83% |
$1.76K - $1.84K
|
7.33K
$208K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-200- 2.05% |
$5.78K - $6.04K
|
9.55K
$271K
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-225- 2.13% |
$6.51K - $6.79K
|
10.4K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.91K- 91.97% |
$55.3K - $57.8K
|
167
$4.73K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.88K- 25.92% |
$83.1K - $86.8K
|
8.22K
$233K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-4.2K- 21.99% |
$121K - $127K
|
14.9K
$422K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.14K- 8.22% |
$235K - $246K
|
90.9K
$2.57M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-9.63K- 5.95% |
$278K - $291K
|
152K
$4.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.5K- 3.89% |
$505K - $527K
|
431K
$12.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.7K- 18.01% |
$830K - $867K
|
131K
$3.7M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-63K- 37.8% |
$1.82M - $1.9M
|
104K
$2.94M
|
|