Avior Wealth Management
SMIZ icon

Avior Wealth Management’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Avior Wealth Management’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
Q3 		$44M Buy
1,074,859
+54,929
+5% +$2.33M 1.16% 18
2026
Q2 		$45.5M Buy
1,019,930
+131,956
+15% +$5.51M 1.2% 16
2026
Q1 		$32.9M Buy
887,974
+206,353
+30% +$7.95M 0.93% 24
2025
Q4 		$25.2M Sell
681,621
-21,294
-3% -$795K 0.79% 33
2025
Q3 		$26.3M Buy
702,915
+3,774
+0.5% +$135K 0.85% 31
2025
Q2 		$23.7M Buy
699,141
+59,857
+9% +$1.88M 0.82% 34
2025
Q1 		$19.3M Buy
639,284
+78,541
+14% +$2.56M 0.73% 39
2024
Q4 		$18.6M Buy
560,743
+149,391
+36% +$5.16M 0.68% 37
2024
Q3 		$13.6M Buy
411,352
+45,107
+12% +$1.42M 0.54% 42
2024
Q2 		$11.2M Buy
366,245
+166,947
+84% +$5.08M 0.48% 46
2024
Q1 		$6.31M Buy
+199,298
New +$5.89M 0.29% 68

Other funds holding SMIZ

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
VEM
Vann Equity Management Plano, Texas $168M AUM
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Avior Wealth Management's SMIZ Position: Q3 2026 in Review

Avior Wealth Management increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 5.4% in Q3 2026, buying an estimated $2.33M and bringing the position to 1,074,859 shares worth $44M. The position accounts for 1.16% of the portfolio, ranked #18.

Avior Wealth Management first reported a position in SMIZ in Q1 2024 and has held it in 11 quarters since. The position peaked at $45.5M in Q2 2026. 9 funds tracked by Wall St. Rank hold SMIZ as of Q3 2026.

  • Avior Wealth Management held 1,074,859 shares of Zacks Small/Mid Cap ETF worth $44M as of Q3 2026.
  • Avior Wealth Management bought 54,929 Zacks Small/Mid Cap ETF shares in Q3 2026, an estimated $2.33M.
  • Zacks Small/Mid Cap ETF made up 1.16% of Avior Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Avior Wealth Management first reported a position in Zacks Small/Mid Cap ETF in Q1 2024 and has held it in 11 quarters since.
  • Avior Wealth Management's Zacks Small/Mid Cap ETF position peaked at $45.5M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.