Koshinski Asset Management
SMIZ icon

Koshinski Asset Management’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Koshinski Asset 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 		$6.61M Buy
148,231
+9,709
+7% +$406K 0.35% 64
2026
Q1 		$5.14M Buy
138,522
+26,399
+24% +$1.02M 0.32% 70
2025
Q4 		$4.15M Buy
112,123
+72,851
+186% +$2.72M 0.27% 81
2025
Q3 		$1.47M Buy
39,272
+32,982
+524% +$1.18M 0.1% 194
2025
Q2 		$213K Buy
+6,290
New +$198K 0.02% 644

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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Envestnet Asset Management
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CW
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Koshinski Asset Management's SMIZ Position: Q2 2026 in Review

Koshinski Asset Management increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 7% in Q2 2026, buying an estimated $406K and bringing the position to 148,231 shares worth $6.61M. The position accounts for 0.35% of the portfolio, ranked #64.

Koshinski Asset Management first reported a position in SMIZ in Q2 2025 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Koshinski Asset Management held 148,231 shares of Zacks Small/Mid Cap ETF worth $6.61M as of Q2 2026.
  • Koshinski Asset Management bought 9,709 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $406K.
  • Zacks Small/Mid Cap ETF made up 0.35% of Koshinski Asset Management's portfolio in Q2 2026, its #64 holding.
  • Koshinski Asset Management first reported a position in Zacks Small/Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.