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Ethos Financial Group’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Ethos Financial Group’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
2024
Q1 		– Sell
-7,034
Closed -$201K – 301
2023
Q4 		$201K Buy
+7,034
New +$182K 0.04% 249

Other funds holding SMIZ

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LAM
LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Ethos Financial Group's SMIZ Position: Q1 2024 in Review

Ethos Financial Group sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q1 2024, closing a stake of 7,034 shares — an estimated $201K sold.

Ethos Financial Group first reported a position in SMIZ in Q4 2023 and held it in 1 quarter. The position peaked at $201K in Q4 2023. 15 funds tracked by Wall St. Rank hold SMIZ as of Q1 2024.

  • Ethos Financial Group reported no remaining Zacks Small/Mid Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Ethos Financial Group sold 7,034 Zacks Small/Mid Cap ETF shares in Q1 2024, an estimated $201K.
  • Ethos Financial Group first reported a position in Zacks Small/Mid Cap ETF in Q4 2023 and held it in 1 quarter.
  • Ethos Financial Group's Zacks Small/Mid Cap ETF position peaked at $201K in Q4 2023.
  • 15 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2024.

Based on Ethos Financial Group's 13F filing for Q1 2024, filed 8 May 2024.