Envestnet Asset Management
SMIZ icon

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

Envestnet 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 		$13.1M Buy
293,193
+87,969
+43% +$3.67M ﹤0.01% 1749
2026
Q1 		$7.61M Buy
+205,224
New +$7.9M ﹤0.01% 2015
2025
Q4 		– Sell
-47,340
Closed -$1.77M – 4651
2025
Q3 		$1.77M Sell
47,340
-512
-1% -$18.3K ﹤0.01% 2961
2025
Q2 		$1.62M Buy
47,852
+5,519
+13% +$174K ﹤0.01% 2971
2025
Q1 		$1.28M Buy
+42,333
New +$1.38M ﹤0.01% 3032

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
SFG
Strive Financial Group Carmel, Indiana $231M AUM
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
NWM
Navigation Wealth Management Fort Collins, Colorado $72.6M AUM 19.86% 1-Year Est. Return

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

Envestnet Asset Management increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 43% in Q2 2026, buying an estimated $3.67M and bringing the position to 293,193 shares worth $13.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Envestnet Asset Management first reported a position in SMIZ in Q1 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Envestnet Asset Management held 293,193 shares of Zacks Small/Mid Cap ETF worth $13.1M as of Q2 2026.
  • Envestnet Asset Management bought 87,969 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $3.67M.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1749 holding.
  • Envestnet Asset Management first reported a position in Zacks Small/Mid Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 37 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.