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Alteri Wealth’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Alteri Wealth’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 		$1.56M Buy
42,047
+3,112
+8% +$120K 0.51% 36
2025
Q4 		$1.44M Buy
38,935
+2,370
+6% +$88.4K 0.47% 40
2025
Q3 		$1.37M Buy
36,565
+12,554
+52% +$448K 0.47% 43
2025
Q2 		$814K Buy
24,011
+14,201
+145% +$447K 0.32% 75
2025
Q1 		$297K Buy
+9,810
New +$320K 0.13% 183

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

Alteri Wealth's SMIZ Position: Q1 2026 in Review

Alteri Wealth increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 8% in Q1 2026, buying an estimated $120K and bringing the position to 42,047 shares worth $1.56M. The position accounts for 0.51% of the portfolio, ranked #36.

Alteri Wealth first reported a position in SMIZ in Q1 2025 and has held it in 5 quarters since. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Alteri Wealth held 42,047 shares of Zacks Small/Mid Cap ETF worth $1.56M as of Q1 2026.
  • Alteri Wealth bought 3,112 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $120K.
  • Zacks Small/Mid Cap ETF made up 0.51% of Alteri Wealth's portfolio in Q1 2026, its #36 holding.
  • Alteri Wealth first reported a position in Zacks Small/Mid Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.