Kowal Investment Group’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$4.2M	Buy	126,989 +25,044	+25%	+$829K	0.77%	17
2024 Q2	$3.11M	Buy	101,945 +50,670	+99%	+$1.54M	0.62%	24
2024 Q1	$1.62M	Buy	51,275 +14,651	+40%	+$464K	0.35%	42
2023 Q4	$1.05M	Buy	+36,624	New	+$1.05M	0.24%	57