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 Q3	$354K	Buy	8,643 +2,593	+43%	+$110K	0.01%	652
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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

VEM

Vann Equity Management Plano, Texas $168M AUM

CoreCap Advisors's SMIZ Position: Q3 2026 in Review

CoreCap Advisors increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 43% in Q3 2026, buying an estimated $110K and bringing the position to 8,643 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #652.

CoreCap Advisors first reported a position in SMIZ in Q1 2024 and has held it in 8 quarters since. The position peaked at $597K in Q1 2024. 15 funds tracked by Wall St. Rank hold SMIZ as of Q3 2026.

CoreCap Advisors held 8,643 shares of Zacks Small/Mid Cap ETF worth $354K as of Q3 2026.
CoreCap Advisors bought 2,593 Zacks Small/Mid Cap ETF shares in Q3 2026, an estimated $110K.
Zacks Small/Mid Cap ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #652 holding.
CoreCap Advisors first reported a position in Zacks Small/Mid Cap ETF in Q1 2024 and has held it in 8 quarters since.
CoreCap Advisors's Zacks Small/Mid Cap ETF position peaked at $597K in Q1 2024.
15 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.