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Beacon Pointe Advisors’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Beacon Pointe 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
2026
Q1 		$211K Hold
5,692
– – ﹤0.01% 1706
2025
Q4 		$211K Buy
+5,692
New +$212K ﹤0.01% 1412

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

Beacon Pointe Advisors's SMIZ Position: Q1 2026 in Review

Beacon Pointe Advisors held its Zacks Small/Mid Cap ETF (SMIZ) position steady in Q1 2026 at 5,692 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Beacon Pointe Advisors first reported a position in SMIZ in Q4 2025 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Beacon Pointe Advisors held 5,692 shares of Zacks Small/Mid Cap ETF worth $211K as of Q1 2026.
  • Beacon Pointe Advisors left its Zacks Small/Mid Cap ETF share count unchanged in Q1 2026.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1706 holding.
  • Beacon Pointe Advisors first reported a position in Zacks Small/Mid Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.