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AssuredPartners Investment Advisors’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

AssuredPartners Investment 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
2025
Q1 		– Sell
-8,822
Closed -$293K – 336
2024
Q4 		$293K Buy
+8,822
New +$305K 0.06% 279

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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

AssuredPartners Investment Advisors's SMIZ Position: Q1 2025 in Review

AssuredPartners Investment Advisors sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q1 2025, closing a stake of 8,822 shares — an estimated $293K sold.

AssuredPartners Investment Advisors first reported a position in SMIZ in Q4 2024 and held it in 1 quarter. The position peaked at $293K in Q4 2024. 39 funds tracked by Wall St. Rank hold SMIZ as of Q1 2025.

  • AssuredPartners Investment Advisors reported no remaining Zacks Small/Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 8,822 Zacks Small/Mid Cap ETF shares in Q1 2025, an estimated $293K.
  • AssuredPartners Investment Advisors first reported a position in Zacks Small/Mid Cap ETF in Q4 2024 and held it in 1 quarter.
  • AssuredPartners Investment Advisors's Zacks Small/Mid Cap ETF position peaked at $293K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.