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Axim Planning & Wealth’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Axim Planning & Wealth’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 		$811K Buy
21,870
+1,252
+6% +$48.2K 0.98% 11
2025
Q4 		$763K Buy
20,618
+3,131
+18% +$117K 0.8% 14
2025
Q3 		$653K Buy
+17,487
New +$623K 0.52% 17

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
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

Axim Planning & Wealth's SMIZ Position: Q1 2026 in Review

Axim Planning & Wealth increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 6.1% in Q1 2026, buying an estimated $48.2K and bringing the position to 21,870 shares worth $811K. The position accounts for 0.98% of the portfolio, ranked #11.

Axim Planning & Wealth first reported a position in SMIZ in Q3 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Axim Planning & Wealth held 21,870 shares of Zacks Small/Mid Cap ETF worth $811K as of Q1 2026.
  • Axim Planning & Wealth bought 1,252 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $48.2K.
  • Zacks Small/Mid Cap ETF made up 0.98% of Axim Planning & Wealth's portfolio in Q1 2026, its #11 holding.
  • Axim Planning & Wealth first reported a position in Zacks Small/Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.