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Golden State Wealth Management’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Golden State 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 		$1.77M Buy
+39,660
New +$1.66M 0.16% 129

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 $72.6M AUM 19.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 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
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Golden State Wealth Management's SMIZ Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Zacks Small/Mid Cap ETF (SMIZ) in Q2 2026: 39,660 shares worth $1.77M. The stake represents 0.16% of the portfolio and ranks #129 among its holdings.

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

  • Golden State Wealth Management held 39,660 shares of Zacks Small/Mid Cap ETF worth $1.77M as of Q2 2026.
  • Zacks Small/Mid Cap ETF was a new Golden State Wealth Management position in Q2 2026.
  • Zacks Small/Mid Cap ETF made up 0.16% of Golden State Wealth Management's portfolio in Q2 2026, its #129 holding.
  • 12 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.