Atria Investments’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
$323K Sell
9,537
-215
-2% -$7.29K ﹤0.01% 1679
2025
Q1
$295K Buy
9,752
+289
+3% +$8.74K ﹤0.01% 1629
2024
Q4
$314K Buy
9,463
+1,067
+13% +$35.4K ﹤0.01% 1574
2024
Q3
$278K Sell
8,396
-82
-1% -$2.71K ﹤0.01% 1651
2024
Q2
$258K Buy
+8,478
New +$258K ﹤0.01% 1674