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

Cooper 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
Q2 		$308K Buy
+6,908
New +$289K 0.03% 335

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

Cooper Financial Group's SMIZ Position: Q2 2026 in Review

Cooper Financial Group opened a new position in Zacks Small/Mid Cap ETF (SMIZ) in Q2 2026: 6,908 shares worth $308K. The stake represents 0.03% of the portfolio and ranks #335 among its holdings.

73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Cooper Financial Group held 6,908 shares of Zacks Small/Mid Cap ETF worth $308K as of Q2 2026.
  • Zacks Small/Mid Cap ETF was a new Cooper Financial Group position in Q2 2026.
  • Zacks Small/Mid Cap ETF made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #335 holding.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.