ASN
SMIZ icon

Advisory Services Network’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Advisory Services Network’s Portfolio SMIZ Stock Details SMIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.89M Sell
78,015
-24,400
-24% -$940K 0.04% 500
2025
Q4 		$3.79M Sell
102,415
-3,393
-3% -$127K 0.05% 387
2025
Q3 		$3.95M Buy
105,808
+7,008
+7% +$250K 0.06% 356
2025
Q2 		$3.41M Buy
98,800
+17,320
+21% +$545K 0.05% 373
2025
Q1 		$2.47M Buy
81,480
+10,748
+15% +$351K 0.05% 435
2024
Q4 		$2.35M Buy
70,732
+34,161
+93% +$1.18M 0.04% 452
2024
Q3 		$1.12M Hold
36,571
– – 0.02% 672
2024
Q2 		$1.12M Buy
36,571
+12,205
+50% +$371K 0.02% 672
2024
Q1 		$771K Buy
24,366
+11,005
+82% +$325K 0.02% 789
2023
Q4 		$382K Buy
+13,361
New +$346K 0.01% 1012

Other funds holding SMIZ

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Advisory Services Network's SMIZ Position: Q1 2026 in Review

Advisory Services Network reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 24% in Q1 2026, selling an estimated $940K and leaving 78,015 shares worth $2.89M. The position accounts for 0.04% of the portfolio, ranked #500.

Advisory Services Network first reported a position in SMIZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.95M in Q3 2025. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Advisory Services Network held 78,015 shares of Zacks Small/Mid Cap ETF worth $2.89M as of Q1 2026.
  • Advisory Services Network sold 24,400 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $940K.
  • Zacks Small/Mid Cap ETF made up 0.04% of Advisory Services Network's portfolio in Q1 2026, its #500 holding.
  • Advisory Services Network first reported a position in Zacks Small/Mid Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Advisory Services Network's Zacks Small/Mid Cap ETF position peaked at $3.95M in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.