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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
Q2 		$10.6M Buy
244,244
+65,130
+36% +$2.72M 8.3% 3
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 $1.16B 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
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
SFG
Strive Financial Group Carmel, Indiana $230M AUM

Continental Investors Services's SMIZ Position: Q2 2026 in Review

Continental Investors Services increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 36% in Q2 2026, buying an estimated $2.72M and bringing the position to 244,244 shares worth $10.6M. The position accounts for 8.3% of the portfolio, ranked #3.

Continental Investors Services first reported a position in SMIZ in Q1 2024 and has held it in 10 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Continental Investors Services held 244,244 shares of Zacks Small/Mid Cap ETF worth $10.6M as of Q2 2026.
  • Continental Investors Services bought 65,130 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $2.72M.
  • Zacks Small/Mid Cap ETF made up 8.3% of Continental Investors Services's portfolio in Q2 2026, its #3 holding.
  • Continental Investors Services first reported a position in Zacks Small/Mid Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Continental Investors Services's 13F filing for Q2 2026, filed 13 Aug 2026.