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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
Q2 		$1.83M Sell
40,908
-1,139
-3% -$47.6K 0.5% 39
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 $1.16B 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

Alteri Wealth's SMIZ Position: Q2 2026 in Review

Alteri Wealth reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 2.7% in Q2 2026, selling an estimated $47.6K and leaving 40,908 shares worth $1.83M. The position accounts for 0.5% of the portfolio, ranked #39.

Alteri Wealth first reported a position in SMIZ in Q1 2025 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Alteri Wealth held 40,908 shares of Zacks Small/Mid Cap ETF worth $1.83M as of Q2 2026.
  • Alteri Wealth sold 1,139 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $47.6K.
  • Zacks Small/Mid Cap ETF made up 0.5% of Alteri Wealth's portfolio in Q2 2026, its #39 holding.
  • Alteri Wealth first reported a position in Zacks Small/Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.