Integrity Wealth Partners’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Integrity Wealth 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 Q1	$555K	Buy	+14,972	New	+$577K	0.5%	50

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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

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

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIS

Continental Investors Services Longview, Washington $128M AUM 22.81% 1-Year Est. Return

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

Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Integrity Wealth Partners's SMIZ Position: Q1 2026 in Review

Integrity Wealth Partners opened a new position in Zacks Small/Mid Cap ETF (SMIZ) in Q1 2026: 14,972 shares worth $555K. The stake represents 0.5% of the portfolio and ranks #50 among its holdings.

60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

Integrity Wealth Partners held 14,972 shares of Zacks Small/Mid Cap ETF worth $555K as of Q1 2026.
Zacks Small/Mid Cap ETF was a new Integrity Wealth Partners position in Q1 2026.
Zacks Small/Mid Cap ETF made up 0.5% of Integrity Wealth Partners's portfolio in Q1 2026, its #50 holding.
60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Integrity Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.