SMIG — ETF SER SOLUTIONS

Ownership history in Weaver Consulting Group  ·  7 quarters on record

This page tracks every 13F SEC filing in which Weaver Consulting Group reported a position in ETF SER SOLUTIONS (SMIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2024 Q3)
Avg. % of fund
0.08%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 9,550 — 0% 0.07% $275K $28.71
2025 Q3 UNCHANGED 9,550 — 0% 0.07% $283K $29.39
2025 Q2 REDUCED 9,550 -200 -2.1% 0.08% $276K $28.50
2025 Q1 UNCHANGED 9,750 — 0% 0.08% $278K $28.05
2024 Q4 UNCHANGED 9,750 — 0% 0.09% $284K $28.49
2024 Q3 ADDED 9,750 +300 +3.2% 0.09% $285K $28.50
2024 Q2 INITIATED 9,450 — — 0.09% $248K —
% of Fund (quarterly)    SMIG price (monthly, adj. close)

Other funds also holding SMIG

As of 2025 Q4 — sorted by position size

CASTLE WEALTH MANAGEMENT LLC 3Y 2.07% Joseph Group Capital Management 3Y 1.51% Heritage Wealth Management, Inc. 0.69% Pine Valley Investments Ltd Liability Co 0.57% Wealth Dimensions Group, Ltd. 3Y 0.24% EdgeRock Capital LLC 3Y 0.23% ORBA Wealth Advisors, L.L.C. 0.18% Prime Capital Investment Advisors, LLC 3Y 7Y 0.11% TRANSCEND CAPITAL ADVISORS, LLC 3Y 0.1% ELEVATION POINT WEALTH PARTNERS, LLC 3Y 7Y 0.06%
← Back to Weaver Consulting Group Holdings