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Continental Investors Services’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Continental Investors Services’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 		$7.59M Buy
179,114
+84,347
+89% +$3.25M 7.17% 2
2025
Q4 		$3.76M Buy
94,767
+36,812
+64% +$1.37M 4.84% 4
2025
Q3 		$2.14M Buy
57,955
+16,640
+40% +$593K 3.17% 8
2025
Q2 		$1.41M Buy
41,315
+6,849
+20% +$216K 2.54% 13
2025
Q1 		$1.05M Buy
34,466
+8,441
+32% +$275K 2.08% 16
2024
Q4 		$873K Buy
26,025
+3,971
+18% +$137K 1.73% 18
2024
Q3 		$723K Buy
22,054
+46
+0.2% +$1.45K 1.49% 20
2024
Q2 		$671K Buy
22,008
+9,330
+74% +$284K 1.49% 21
2024
Q1 		$398K Buy
+12,678
New +$375K 0.94% 30

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Continental Investors Services's SMIZ Position: Q1 2026 in Review

Continental Investors Services increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 89% in Q1 2026, buying an estimated $3.25M and bringing the position to 179,114 shares worth $7.59M. The position accounts for 7.17% of the portfolio, ranked #2.

Continental Investors Services first reported a position in SMIZ in Q1 2024 and has held it in 9 quarters since. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Continental Investors Services held 179,114 shares of Zacks Small/Mid Cap ETF worth $7.59M as of Q1 2026.
  • Continental Investors Services bought 84,347 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $3.25M.
  • Zacks Small/Mid Cap ETF made up 7.17% of Continental Investors Services's portfolio in Q1 2026, its #2 holding.
  • Continental Investors Services first reported a position in Zacks Small/Mid Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Continental Investors Services's 13F filing for Q1 2026, filed 15 May 2026.