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Cornerstone Planning Group’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Cornerstone Planning 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
Q1 		$28.5K Hold
671
– – ﹤0.01% 557
2025
Q4 		$26.3K Buy
+671
New +$25K ﹤0.01% 520
2024
Q3 		– Sell
-748
Closed -$22.2K – 1360
2024
Q2 		$22.2K Buy
748
+199
+36% +$6.05K 0.01% 299
2024
Q1 		$16.6K Buy
+549
New +$16.2K 0.01% 317

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
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 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

Cornerstone Planning Group's SMIZ Position: Q1 2026 in Review

Cornerstone Planning Group held its Zacks Small/Mid Cap ETF (SMIZ) position steady in Q1 2026 at 671 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Cornerstone Planning Group first reported a position in SMIZ in Q1 2024 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Cornerstone Planning Group held 671 shares of Zacks Small/Mid Cap ETF worth $28.5K as of Q1 2026.
  • Cornerstone Planning Group left its Zacks Small/Mid Cap ETF share count unchanged in Q1 2026.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #557 holding.
  • Cornerstone Planning Group first reported a position in Zacks Small/Mid Cap ETF in Q1 2024 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.