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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
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 $1.05B AUM 19.14% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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

GeoWealth Management's SMIZ Position: Q1 2026 in Review

GeoWealth Management increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 123% in Q1 2026, buying an estimated $6.28M and bringing the position to 295,505 shares worth $11M. The position accounts for 0.39% of the portfolio, ranked #39.

GeoWealth Management first reported a position in SMIZ in Q2 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • GeoWealth Management held 295,505 shares of Zacks Small/Mid Cap ETF worth $11M as of Q1 2026.
  • GeoWealth Management bought 163,068 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $6.28M.
  • Zacks Small/Mid Cap ETF made up 0.39% of GeoWealth Management's portfolio in Q1 2026, its #39 holding.
  • GeoWealth Management first reported a position in Zacks Small/Mid Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.