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

CoreCap 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 Q2	$270K	Buy	6,050 +656	+12%	+$27.4K	0.01%	748
2026 Q1	$200K	Buy	5,394 +1,982	+58%	+$76.3K	0.01%	802
2025 Q4	$126K	Buy	3,412 +3,383	+11,666%	+$126K	﹤0.01%	946
2025 Q3	$1.08K	Buy	+29	New	+$1.03K	﹤0.01%	2472
2024 Q4	–	Sell	-17,039	Closed	-$564K	–	2969
2024 Q3	$564K	Sell	17,039 -1,516	-8%	-$47.8K	0.03%	440
2024 Q2	$566K	Sell	18,555 -309	-2%	-$9.4K	0.06%	208
2024 Q1	$597K	Buy	+18,864	New	+$557K	0.03%	367

Other funds holding SMIZ

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

NWM

Navigation Wealth Management Fort Collins, Colorado $72.6M AUM 19.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

IAS

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

CoreCap Advisors's SMIZ Position: Q2 2026 in Review

CoreCap Advisors increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 12% in Q2 2026, buying an estimated $27.4K and bringing the position to 6,050 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #748.

CoreCap Advisors first reported a position in SMIZ in Q1 2024 and has held it in 7 quarters since. The position peaked at $597K in Q1 2024. 7 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

CoreCap Advisors held 6,050 shares of Zacks Small/Mid Cap ETF worth $270K as of Q2 2026.
CoreCap Advisors bought 656 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $27.4K.
Zacks Small/Mid Cap ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #748 holding.
CoreCap Advisors first reported a position in Zacks Small/Mid Cap ETF in Q1 2024 and has held it in 7 quarters since.
CoreCap Advisors's Zacks Small/Mid Cap ETF position peaked at $597K in Q1 2024.
7 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.