Global Retirement Partners’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Global Retirement Partners’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	$24.8K	Buy	+556	New	+$23.2K	﹤0.01%	2934

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Global Retirement Partners's SMIZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Zacks Small/Mid Cap ETF (SMIZ) in Q2 2026: 556 shares worth $24.8K. The stake represents ﹤0.01% of the portfolio and ranks #2934 among its holdings.

73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

Global Retirement Partners held 556 shares of Zacks Small/Mid Cap ETF worth $24.8K as of Q2 2026.
Zacks Small/Mid Cap ETF was a new Global Retirement Partners position in Q2 2026.
Zacks Small/Mid Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2934 holding.
73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.