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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
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 $1.05B AUM 19.14% 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 $462M AUM 13.82% 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 $74.2B AUM 21.09% 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 $1.6B AUM 20.7% 1-Year Est. Return

Advyzon Investment Management's SMIZ Position: Q1 2026 in Review

Advyzon Investment Management increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 25% in Q1 2026, buying an estimated $352K and bringing the position to 45,700 shares worth $1.69M. The position accounts for 0.15% of the portfolio, ranked #137.

Advyzon Investment Management first reported a position in SMIZ in Q2 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Advyzon Investment Management held 45,700 shares of Zacks Small/Mid Cap ETF worth $1.69M as of Q1 2026.
  • Advyzon Investment Management bought 9,150 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $352K.
  • Zacks Small/Mid Cap ETF made up 0.15% of Advyzon Investment Management's portfolio in Q1 2026, its #137 holding.
  • Advyzon Investment Management first reported a position in Zacks Small/Mid Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.