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B.O.S.S. Retirement Advisors’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

B.O.S.S. Retirement Advisors’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
2025
Q4 		– Sell
-6,136
Closed -$229K – 205
2025
Q3 		$229K Buy
6,136
+54
+0.9% +$1.93K 0.05% 176
2025
Q2 		$206K Buy
+6,082
New +$191K 0.05% 184

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
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

B.O.S.S. Retirement Advisors's SMIZ Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q4 2025, closing a stake of 6,136 shares — an estimated $229K sold.

B.O.S.S. Retirement Advisors first reported a position in SMIZ in Q2 2025 and held it in 2 quarters. The position peaked at $229K in Q3 2025. 57 funds tracked by Wall St. Rank hold SMIZ as of Q4 2025.

  • B.O.S.S. Retirement Advisors reported no remaining Zacks Small/Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 6,136 Zacks Small/Mid Cap ETF shares in Q4 2025, an estimated $229K.
  • B.O.S.S. Retirement Advisors first reported a position in Zacks Small/Mid Cap ETF in Q2 2025 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's Zacks Small/Mid Cap ETF position peaked at $229K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.