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SMIZ icon

CreativeOne Wealth’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

CreativeOne Wealth’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 		$15.3M Buy
411,647
+6,052
+1% +$233K 0.35% 57
2025
Q4 		$15M Buy
405,595
+12,915
+3% +$482K 0.36% 48
2025
Q3 		$14.7M Buy
392,680
+19,925
+5% +$710K 0.36% 52
2025
Q2 		$12.6M Buy
372,755
+45,125
+14% +$1.42M 0.33% 58
2025
Q1 		$9.91M Buy
327,630
+168,426
+106% +$5.5M 0.3% 67
2024
Q4 		$5.28M Buy
159,204
+38,677
+32% +$1.34M 0.16% 126
2024
Q3 		$3.99M Buy
120,527
+44,414
+58% +$1.4M 0.14% 139
2024
Q2 		$2.32M Buy
76,113
+48,725
+178% +$1.48M 0.12% 177
2024
Q1 		$867K Buy
+27,388
New +$809K 0.03% 408

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

CreativeOne Wealth's SMIZ Position: Q1 2026 in Review

CreativeOne Wealth increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 1.5% in Q1 2026, buying an estimated $233K and bringing the position to 411,647 shares worth $15.3M. The position accounts for 0.35% of the portfolio, ranked #57.

CreativeOne Wealth first reported a position in SMIZ in Q1 2024 and has held it in 9 quarters since. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • CreativeOne Wealth held 411,647 shares of Zacks Small/Mid Cap ETF worth $15.3M as of Q1 2026.
  • CreativeOne Wealth bought 6,052 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $233K.
  • Zacks Small/Mid Cap ETF made up 0.35% of CreativeOne Wealth's portfolio in Q1 2026, its #57 holding.
  • CreativeOne Wealth first reported a position in Zacks Small/Mid Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.