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

Axxcess 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 		$1.34M Buy
+30,080
New +$1.26M 0.02% 461
2026
Q1 		– Sell
-49,829
Closed -$1.84M – 896
2025
Q4 		$1.84M Sell
49,829
-1,080
-2% -$40.3K 0.03% 391
2025
Q3 		$1.9M Sell
50,909
-12,829
-20% -$457K 0.04% 324
2025
Q2 		$2.16M Sell
63,738
-337
-0.5% -$10.6K 0.05% 278
2025
Q1 		$1.94M Sell
64,075
-36,400
-36% -$1.19M 0.05% 272
2024
Q4 		$3.33M Buy
100,475
+1,373
+1% +$47.4K 0.08% 180
2024
Q3 		$3.28M Sell
99,102
-10,743
-10% -$339K 0.08% 188
2024
Q2 		$3.35M Buy
+109,845
New +$3.34M 0.09% 181

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
NWM
Navigation Wealth Management Fort Collins, Colorado $72.6M AUM 19.86% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

Axxcess Wealth Management's SMIZ Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Zacks Small/Mid Cap ETF (SMIZ) in Q2 2026: 30,080 shares worth $1.34M. The stake represents 0.02% of the portfolio and ranks #461 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SMIZ as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SMIZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.35M in Q2 2024. 32 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Axxcess Wealth Management held 30,080 shares of Zacks Small/Mid Cap ETF worth $1.34M as of Q2 2026.
  • Zacks Small/Mid Cap ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Zacks Small/Mid Cap ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #461 holding.
  • Axxcess Wealth Management first reported a position in Zacks Small/Mid Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • Axxcess Wealth Management's Zacks Small/Mid Cap ETF position peaked at $3.35M in Q2 2024.
  • 32 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.