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 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

GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return