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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
Q2 		$933K Sell
20,917
-953
-4% -$39.8K 1.3% 8
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 $1.16B AUM 36.18% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $128M AUM 22.81% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Axim Planning & Wealth's SMIZ Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 4.4% in Q2 2026, selling an estimated $39.8K and leaving 20,917 shares worth $933K. The position accounts for 1.3% of the portfolio, ranked #8.

Axim Planning & Wealth first reported a position in SMIZ in Q3 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Axim Planning & Wealth held 20,917 shares of Zacks Small/Mid Cap ETF worth $933K as of Q2 2026.
  • Axim Planning & Wealth sold 953 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $39.8K.
  • Zacks Small/Mid Cap ETF made up 1.3% of Axim Planning & Wealth's portfolio in Q2 2026, its #8 holding.
  • Axim Planning & Wealth first reported a position in Zacks Small/Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.