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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$814K Buy
24,011
+14,201
+145% +$481K 0.32% 75
2025
Q1 		$297K Buy
+9,810
New +$297K 0.13% 183