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 Q3	–	Sell	-671	Closed	-$28.7K	–	1443
2026 Q2	$28.7K	Hold	671	–	–	﹤0.01%	563
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

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

Cornerstone Planning Group's SMIZ Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q3 2026, closing a stake of 671 shares — an estimated $28.7K sold.

Cornerstone Planning Group first reported a position in SMIZ in Q1 2024 and held it in 5 quarters. The position peaked at $28.7K in Q2 2026. 15 funds tracked by Wall St. Rank hold SMIZ as of Q3 2026.

Cornerstone Planning Group reported no remaining Zacks Small/Mid Cap ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 671 Zacks Small/Mid Cap ETF shares in Q3 2026, an estimated $28.7K.
Cornerstone Planning Group first reported a position in Zacks Small/Mid Cap ETF in Q1 2024 and held it in 5 quarters.
Cornerstone Planning Group's Zacks Small/Mid Cap ETF position peaked at $28.7K in Q2 2026.
15 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.