GWM
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GK Wealth Management’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

GK Wealth 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 		$862K Buy
+19,312
New +$807K 0.45% 56

Other funds holding SMIZ

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
NWM
Navigation Wealth Management Fort Collins, Colorado $27.7M AUM 16.27% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return