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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
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 $1.05B AUM 19.14% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return