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Bauman Advisory Group’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Bauman Advisory Group’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 		– Sell
-47,845
Closed -$1.77M – 86
2026
Q1 		$1.77M Sell
47,845
-2,205
-4% -$84.9K 1.24% 17
2025
Q4 		$1.85M Buy
+50,050
New +$1.87M 1.49% 15

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
Envestnet Asset Management
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CW
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bauman Advisory Group's SMIZ Position: Q2 2026 in Review

Bauman Advisory Group sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q2 2026, closing a stake of 47,845 shares — an estimated $1.77M sold.

Bauman Advisory Group first reported a position in SMIZ in Q4 2025 and held it in 2 quarters. The position peaked at $1.85M in Q4 2025. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Bauman Advisory Group reported no remaining Zacks Small/Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Bauman Advisory Group sold 47,845 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $1.77M.
  • Bauman Advisory Group first reported a position in Zacks Small/Mid Cap ETF in Q4 2025 and held it in 2 quarters.
  • Bauman Advisory Group's Zacks Small/Mid Cap ETF position peaked at $1.85M in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Bauman Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.