Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.52M+ 20.67% |
$38.8M - $44.5M
|
8.87M
$260M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
711K+ 14.41% |
$18.2M - $20.9M
|
5.65M
$165M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
434K+ 29.69% |
$11.1M - $12.7M
|
1.89M
$55.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
230K+ 349.12% |
$5.88M - $6.75M
|
296K
$8.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
219K+ 95.65% |
$5.61M - $6.43M
|
448K
$13.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
189KNew |
$4.84M - $5.55M
|
189K
$5.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
131KNew |
$3.34M - $3.83M
|
131K
$3.83M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
121KNew |
$3.09M - $3.55M
|
121K
$3.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
99KNew |
$2.53M - $2.9M
|
99K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
84.8K+ 3.87% |
$2.17M - $2.49M
|
2.28M
$66.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
37.8K+ 19.33% |
$966K - $1.11M
|
233K
$6.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.8KNew |
$788K - $903K
|
30.8K
$902K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
28.7K+ 41.7% |
$734K - $842K
|
97.5K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.5K+ 19.86% |
$653K - $749K
|
154K
$4.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.9KNew |
$534K - $613K
|
20.9K
$611K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
16.3K+ 43.23% |
$417K - $478K
|
54K
$1.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
13.8K+ 6.8% |
$353K - $405K
|
217K
$6.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
11.4KNew |
$291K - $334K
|
11.4K
$334K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.77K+ 6.53% |
$250K - $286K
|
159K
$4.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.82K+ 19.06% |
$225K - $259K
|
55.1K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8.03KNew |
$205K - $236K
|
8.03K
$235K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.88K+ 10.96% |
$201K - $231K
|
79.7K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
7.44K+ 6.04% |
$190K - $218K
|
131K
$3.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
5.36K+ 23.33% |
$137K - $157K
|
28.3K
$830K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.2K+ 5.15% |
$107K - $123K
|
85.8K
$2.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.17K+ 50.02% |
$107K - $122K
|
12.5K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.17K+ 2.52% |
$107K - $122K
|
170K
$4.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.58K+ 397.89% |
$91.6K - $105K
|
4.48K
$131K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.52K+ 0.86% |
$64.3K - $73.8K
|
295K
$8.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.26K+ 25.53% |
$57.7K - $66.2K
|
11.1K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.08KNew |
$53.2K - $61K
|
2.08K
$60.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.38K+ 2.3% |
$35.2K - $40.4K
|
61.3K
$1.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
284New |
$7.26K - $8.33K
|
284
$8.32K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
201+ 2.8% |
$5.14K - $5.9K
|
7.39K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
200+ 0.58% |
$5.11K - $5.87K
|
34.9K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
125+ 1.13% |
$3.2K - $3.67K
|
11.2K
$329K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 0.45% |
$230 - $264
|
2.02K
$59.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.03% |
$76.7 - $88
|
9.02K
$264K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-514- 11.47% |
$13.1K - $15.1K
|
3.97K
$116K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-1.27K- 6.24% |
$32.5K - $37.2K
|
19.1K
$559K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.63K- 0.97% |
$41.6K - $47.7K
|
167K
$4.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.78K- 22.89% |
$71.2K - $81.7K
|
9.38K
$275K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.58K- 81.88% |
$194K - $222K
|
1.68K
$49.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.66K- 5.98% |
$221K - $254K
|
136K
$3.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-11.4K- 51.87% |
$292K - $334K
|
10.6K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.5K- 13.73% |
$294K - $337K
|
72.2K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-13.7K- 50.3% |
$350K - $402K
|
13.5K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-66.6K- 9.8% |
$1.7M - $1.95M
|
613K
$18M
|