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Atria Investments’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Atria Investments’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 		– Sell
-9,791
Closed -$362K – 2139
2025
Q4 		$362K Buy
9,791
+509
+5% +$19K ﹤0.01% 1636
2025
Q3 		$347K Sell
9,282
-255
-3% -$9.09K ﹤0.01% 1634
2025
Q2 		$323K Sell
9,537
-215
-2% -$6.77K ﹤0.01% 1679
2025
Q1 		$295K Buy
9,752
+289
+3% +$9.43K ﹤0.01% 1629
2024
Q4 		$314K Buy
9,463
+1,067
+13% +$36.9K ﹤0.01% 1574
2024
Q3 		$278K Sell
8,396
-82
-1% -$2.59K ﹤0.01% 1651
2024
Q2 		$258K Buy
+8,478
New +$258K ﹤0.01% 1674

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
GM
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
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Atria Investments's SMIZ Position: Q1 2026 in Review

Atria Investments sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q1 2026, closing a stake of 9,791 shares — an estimated $362K sold.

Atria Investments first reported a position in SMIZ in Q2 2024 and held it in 7 quarters. The position peaked at $362K in Q4 2025. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Atria Investments reported no remaining Zacks Small/Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 9,791 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $362K.
  • Atria Investments first reported a position in Zacks Small/Mid Cap ETF in Q2 2024 and held it in 7 quarters.
  • Atria Investments's Zacks Small/Mid Cap ETF position peaked at $362K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.