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
2026 Q2	$2.44M	Sell	54,640 -8,755	-14%	-$366K	0.33%	53
2026 Q1	$2.35M	Buy	63,395 +5,976	+10%	+$230K	0.39%	44
2025 Q4	$2.12M	Buy	57,419 +7,945	+16%	+$296K	0.35%	52
2025 Q3	$1.85M	Sell	49,474 -5,940	-11%	-$212K	0.32%	55
2025 Q2	$1.88M	Buy	55,414 +6,460	+13%	+$203K	0.38%	55
2025 Q1	$1.48M	Sell	48,954 -11,860	-20%	-$387K	0.36%	53
2024 Q4	$2.02M	Buy	60,814 +18,395	+43%	+$636K	0.46%	39
2024 Q3	$1.4M	Buy	42,419 +3,274	+8%	+$103K	0.35%	53
2024 Q2	$1.19M	Buy	+39,145	New	+$1.19M	0.32%	58

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Balboa Wealth Partners's SMIZ Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 14% in Q2 2026, selling an estimated $366K and leaving 54,640 shares worth $2.44M. The position accounts for 0.33% of the portfolio, ranked #53.

Balboa Wealth Partners first reported a position in SMIZ in Q2 2024 and has held it in 9 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

Balboa Wealth Partners held 54,640 shares of Zacks Small/Mid Cap ETF worth $2.44M as of Q2 2026.
Balboa Wealth Partners sold 8,755 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $366K.
Zacks Small/Mid Cap ETF made up 0.33% of Balboa Wealth Partners's portfolio in Q2 2026, its #53 holding.
Balboa Wealth Partners first reported a position in Zacks Small/Mid Cap ETF in Q2 2024 and has held it in 9 quarters since.
73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.