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Carter Financial Group’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Carter Financial 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
Q1 		$485K Sell
13,092
-168
-1% -$6.47K 0.3% 59
2025
Q4 		$494K Sell
13,260
-2,573
-16% -$96K 0.29% 58
2025
Q3 		$591K Sell
15,833
-549
-3% -$19.6K 0.36% 51
2025
Q2 		$555K Buy
+16,382
New +$516K 0.36% 51

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

Carter Financial Group's SMIZ Position: Q1 2026 in Review

Carter Financial Group reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 1.3% in Q1 2026, selling an estimated $6.47K and leaving 13,092 shares worth $485K. The position accounts for 0.3% of the portfolio, ranked #59.

Carter Financial Group first reported a position in SMIZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $591K in Q3 2025. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Carter Financial Group held 13,092 shares of Zacks Small/Mid Cap ETF worth $485K as of Q1 2026.
  • Carter Financial Group sold 168 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $6.47K.
  • Zacks Small/Mid Cap ETF made up 0.3% of Carter Financial Group's portfolio in Q1 2026, its #59 holding.
  • Carter Financial Group first reported a position in Zacks Small/Mid Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Carter Financial Group's Zacks Small/Mid Cap ETF position peaked at $591K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Carter Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.