Axim Planning & Wealth
SMIZ icon

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
Q3 		– Sell
-20,917
Closed -$933K – 70
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

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $133M AUM 13.39% 1-Year Est. Return
Strive Financial Group
Strive Financial Group Carmel, Indiana $316M AUM 17.91% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.82B AUM 18.1% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Axim Planning & Wealth's SMIZ Position: Q3 2026 in Review

Axim Planning & Wealth sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q3 2026, closing a stake of 20,917 shares — an estimated $933K sold.

Axim Planning & Wealth first reported a position in SMIZ in Q3 2025 and held it in 4 quarters. The position peaked at $933K in Q2 2026. 61 funds tracked by Wall St. Rank hold SMIZ as of Q3 2026.

  • Axim Planning & Wealth reported no remaining Zacks Small/Mid Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Axim Planning & Wealth sold 20,917 Zacks Small/Mid Cap ETF shares in Q3 2026, an estimated $933K.
  • Axim Planning & Wealth first reported a position in Zacks Small/Mid Cap ETF in Q3 2025 and held it in 4 quarters.
  • Axim Planning & Wealth's Zacks Small/Mid Cap ETF position peaked at $933K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2026.

Based on Axim Planning & Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.