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 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	0.32%	71
2025 Q3	$5.08M	Buy	135,952 +5,673	+4%	+$202K	0.32%	67
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

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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 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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Arete Wealth Advisors's SMIZ Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 19% in Q1 2026, selling an estimated $1.04M and leaving 116,404 shares worth $4.31M. The position accounts for 0.32% of the portfolio, ranked #79.

Arete Wealth Advisors first reported a position in SMIZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.3M in Q4 2025. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

Arete Wealth Advisors held 116,404 shares of Zacks Small/Mid Cap ETF worth $4.31M as of Q1 2026.
Arete Wealth Advisors sold 26,993 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $1.04M.
Zacks Small/Mid Cap ETF made up 0.32% of Arete Wealth Advisors's portfolio in Q1 2026, its #79 holding.
Arete Wealth Advisors first reported a position in Zacks Small/Mid Cap ETF in Q4 2023 and has held it in 10 quarters since.
Arete Wealth Advisors's Zacks Small/Mid Cap ETF position peaked at $5.3M in Q4 2025.
60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.