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Empirical Asset Management’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Empirical Asset Management’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 		$257K Sell
5,752
-151
-3% -$6.31K 0.06% 352
2026
Q1 		$219K Buy
5,903
+314
+6% +$12.1K 0.06% 350
2025
Q4 		$207K Sell
5,589
-1,829
-25% -$68.2K 0.06% 325
2025
Q3 		$277K Sell
7,418
-68
-0.9% -$2.42K 0.08% 302
2025
Q2 		$254K Sell
7,486
-190
-2% -$5.98K 0.08% 281
2025
Q1 		$232K Buy
7,676
+1,140
+17% +$37.2K 0.08% 286
2024
Q4 		$217K Buy
+6,536
New +$226K 0.07% 297

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

Empirical Asset Management's SMIZ Position: Q2 2026 in Review

Empirical Asset Management reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 2.6% in Q2 2026, selling an estimated $6.31K and leaving 5,752 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #352.

Empirical Asset Management first reported a position in SMIZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $277K in Q3 2025. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Empirical Asset Management held 5,752 shares of Zacks Small/Mid Cap ETF worth $257K as of Q2 2026.
  • Empirical Asset Management sold 151 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $6.31K.
  • Zacks Small/Mid Cap ETF made up 0.06% of Empirical Asset Management's portfolio in Q2 2026, its #352 holding.
  • Empirical Asset Management first reported a position in Zacks Small/Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Empirical Asset Management's Zacks Small/Mid Cap ETF position peaked at $277K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.