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Creative Financial Designs’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Creative Financial Designs’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 		$1.43K Buy
+32
New +$1.34K ﹤0.01% 1961
2025
Q3 		– Sell
-500
Closed -$16.9K – 2122
2025
Q2 		$16.9K Hold
500
– – ﹤0.01% 1185
2025
Q1 		$15.1K Hold
500
– – ﹤0.01% 1170
2024
Q4 		$16.6K Buy
+500
New +$17.3K ﹤0.01% 1094

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

Creative Financial Designs's SMIZ Position: Q2 2026 in Review

Creative Financial Designs opened a new position in Zacks Small/Mid Cap ETF (SMIZ) in Q2 2026: 32 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #1961 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in SMIZ as recently as Q2 2025.

Creative Financial Designs first reported a position in SMIZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $16.9K in Q2 2025. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Creative Financial Designs held 32 shares of Zacks Small/Mid Cap ETF worth $1.43K as of Q2 2026.
  • Zacks Small/Mid Cap ETF was a new Creative Financial Designs position in Q2 2026.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1961 holding.
  • Creative Financial Designs first reported a position in Zacks Small/Mid Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • Creative Financial Designs's Zacks Small/Mid Cap ETF position peaked at $16.9K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.