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Advisory Solutions Group’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Advisory Solutions Group’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
Q3 		$1.42M Buy
+34,746
New +$1.47M 0.3% 87

Other funds holding SMIZ

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
VEM
Vann Equity Management Plano, Texas $168M AUM
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Advisory Solutions Group's SMIZ Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in Zacks Small/Mid Cap ETF (SMIZ) in Q3 2026: 34,746 shares worth $1.42M. The stake represents 0.3% of the portfolio and ranks #87 among its holdings.

9 funds tracked by Wall St. Rank hold SMIZ as of Q3 2026.

  • Advisory Solutions Group held 34,746 shares of Zacks Small/Mid Cap ETF worth $1.42M as of Q3 2026.
  • Zacks Small/Mid Cap ETF was a new Advisory Solutions Group position in Q3 2026.
  • Zacks Small/Mid Cap ETF made up 0.3% of Advisory Solutions Group's portfolio in Q3 2026, its #87 holding.
  • 9 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.