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Ameritas Advisory Services’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-431
Closed -$14.6K – 2805
2025
Q2 		$14.6K Buy
+431
New +$13.6K ﹤0.01% 1867

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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return

Ameritas Advisory Services's SMIZ Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q3 2025, closing a stake of 431 shares — an estimated $14.6K sold.

Ameritas Advisory Services first reported a position in SMIZ in Q2 2025 and held it in 1 quarter. The position peaked at $14.6K in Q2 2025. 51 funds tracked by Wall St. Rank hold SMIZ as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Zacks Small/Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 431 Zacks Small/Mid Cap ETF shares in Q3 2025, an estimated $14.6K.
  • Ameritas Advisory Services first reported a position in Zacks Small/Mid Cap ETF in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's Zacks Small/Mid Cap ETF position peaked at $14.6K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.