Balboa Wealth Partners’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Balboa Wealth Partners’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 Q2	$1.88M	Buy
2025 Q1	$1.48M	Sell
2024 Q4	$2.02M	Buy
2024 Q3	$1.4M	Buy
2024 Q2	$1.19M	Buy