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

GeoWealth 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 		$16.8M Buy
377,337
+81,832
+28% +$3.42M 0.53% 30
2026
Q1 		$11M Buy
295,505
+163,068
+123% +$6.28M 0.39% 39
2025
Q4 		$4.9M Buy
132,437
+83,372
+170% +$3.11M 0.18% 78
2025
Q3 		$1.83M Buy
49,065
+32,369
+194% +$1.15M 0.07% 180
2025
Q2 		$566K Buy
+16,696
New +$526K 0.02% 380

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
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
SFG
Strive Financial Group Carmel, Indiana $230M AUM

GeoWealth Management's SMIZ Position: Q2 2026 in Review

GeoWealth Management increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 28% in Q2 2026, buying an estimated $3.42M and bringing the position to 377,337 shares worth $16.8M. The position accounts for 0.53% of the portfolio, ranked #30.

GeoWealth Management first reported a position in SMIZ in Q2 2025 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • GeoWealth Management held 377,337 shares of Zacks Small/Mid Cap ETF worth $16.8M as of Q2 2026.
  • GeoWealth Management bought 81,832 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $3.42M.
  • Zacks Small/Mid Cap ETF made up 0.53% of GeoWealth Management's portfolio in Q2 2026, its #30 holding.
  • GeoWealth Management first reported a position in Zacks Small/Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.