Arete Wealth Advisors’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Buy |
130,279
+16,813
| +15% | +$570K | 0.31% | 69 |
|
|
2025
Q1 | $3.44M | Buy |
113,466
+5,312
| +5% | +$161K | 0.26% | 86 |
|
|
2024
Q4 | $3.59M | Buy |
108,154
+11,907
| +12% | +$395K | 0.26% | 82 |
|
|
2024
Q3 | $3.17M | Sell |
96,247
-59,913
| -38% | -$1.98M | 0.27% | 79 |
|
|
2024
Q2 | $4.75M | Buy |
156,160
+31,902
| +26% | +$971K | 0.39% | 55 |
|
|
2024
Q1 | $3.93M | Buy |
124,258
+78,272
| +170% | +$2.48M | 0.36% | 65 |
|
|
2023
Q4 | $1.31M | Buy |
+45,986
| New | +$1.31M | 0.1% | 199 |
|