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Advyzon Investment Management’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Advyzon Investment Management’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
Q2 		$2.33M Buy
52,211
+6,511
+14% +$272K 0.17% 130
2026
Q1 		$1.69M Buy
45,700
+9,150
+25% +$352K 0.15% 137
2025
Q4 		$1.35M Buy
36,550
+14,258
+64% +$532K 0.16% 138
2025
Q3 		$833K Buy
22,292
+6,091
+38% +$217K 0.14% 144
2025
Q2 		$549K Buy
+16,201
New +$510K 0.12% 158

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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $128M AUM 22.81% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advyzon Investment Management's SMIZ Position: Q2 2026 in Review

Advyzon Investment Management increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 14% in Q2 2026, buying an estimated $272K and bringing the position to 52,211 shares worth $2.33M. The position accounts for 0.17% of the portfolio, ranked #130.

Advyzon Investment Management first reported a position in SMIZ in Q2 2025 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Advyzon Investment Management held 52,211 shares of Zacks Small/Mid Cap ETF worth $2.33M as of Q2 2026.
  • Advyzon Investment Management bought 6,511 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $272K.
  • Zacks Small/Mid Cap ETF made up 0.17% of Advyzon Investment Management's portfolio in Q2 2026, its #130 holding.
  • Advyzon Investment Management first reported a position in Zacks Small/Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.