Creative Planning
SMIZ icon

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

Creative Planning’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 		$956K Sell
25,791
-4,380
-15% -$169K ﹤0.01% 2504
2025
Q4 		$1.12M Sell
30,171
-13,911
-32% -$519K ﹤0.01% 2191
2025
Q3 		$1.65M Sell
44,082
-60,603
-58% -$2.16M ﹤0.01% 1693
2025
Q2 		$3.55M Sell
104,685
-206,392
-66% -$6.5M ﹤0.01% 937
2025
Q1 		$9.41M Buy
+311,077
New +$10.2M 0.01% 502

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

Creative Planning's SMIZ Position: Q1 2026 in Review

Creative Planning reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 15% in Q1 2026, selling an estimated $169K and leaving 25,791 shares worth $956K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

Creative Planning first reported a position in SMIZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.41M in Q1 2025. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Creative Planning held 25,791 shares of Zacks Small/Mid Cap ETF worth $956K as of Q1 2026.
  • Creative Planning sold 4,380 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $169K.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2504 holding.
  • Creative Planning first reported a position in Zacks Small/Mid Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Creative Planning's Zacks Small/Mid Cap ETF position peaked at $9.41M in Q1 2025.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.