Arete Wealth Advisors
SMIZ icon

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

Arete Wealth Advisors’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
Q3 		$4.27M Sell
104,297
-9,599
-8% -$407K 0.27% 89
2026
Q2 		$5.08M Sell
113,896
-2,508
-2% -$105K 0.34% 75
2026
Q1 		$4.31M Sell
116,404
-26,993
-19% -$1.04M 0.32% 79
2025
Q4 		$5.3M Buy
143,397
+7,445
+5% +$278K 0.37% 71
2025
Q3 		$5.08M Buy
135,952
+5,673
+4% +$202K 0.37% 69
2025
Q2 		$4.42M Buy
130,279
+16,813
+15% +$529K 0.31% 69
2025
Q1 		$3.44M Buy
113,466
+5,312
+5% +$173K 0.26% 86
2024
Q4 		$3.59M Buy
108,154
+11,907
+12% +$411K 0.26% 82
2024
Q3 		$3.17M Sell
96,247
-59,913
-38% -$1.89M 0.27% 79
2024
Q2 		$4.75M Buy
156,160
+31,902
+26% +$970K 0.39% 55
2024
Q1 		$3.93M Buy
124,258
+78,272
+170% +$2.31M 0.36% 65
2023
Q4 		$1.31M Buy
+45,986
New +$1.19M 0.1% 199

Other funds holding SMIZ

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Strive Financial Group
Strive Financial Group Carmel, Indiana $316M AUM 17.91% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.82B AUM 18.1% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Arete Wealth Advisors's SMIZ Position: Q3 2026 in Review

Arete Wealth Advisors reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 8.4% in Q3 2026, selling an estimated $407K and leaving 104,297 shares worth $4.27M. The position accounts for 0.27% of the portfolio, ranked #89.

Arete Wealth Advisors first reported a position in SMIZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.3M in Q4 2025. 56 funds tracked by Wall St. Rank hold SMIZ as of Q3 2026.

  • Arete Wealth Advisors held 104,297 shares of Zacks Small/Mid Cap ETF worth $4.27M as of Q3 2026.
  • Arete Wealth Advisors sold 9,599 Zacks Small/Mid Cap ETF shares in Q3 2026, an estimated $407K.
  • Zacks Small/Mid Cap ETF made up 0.27% of Arete Wealth Advisors's portfolio in Q3 2026, its #89 holding.
  • Arete Wealth Advisors first reported a position in Zacks Small/Mid Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Arete Wealth Advisors's Zacks Small/Mid Cap ETF position peaked at $5.3M in Q4 2025.
  • 56 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.