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

Kowal Investment Group’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
2024
Q3 		$4.2M Buy
126,989
+25,044
+25% +$790K 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% +$433K 0.35% 42
2023
Q4 		$1.05M Buy
+36,624
New +$948K 0.24% 57

Other funds holding SMIZ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Kowal Investment Group's SMIZ Position: Q3 2024 in Review

Kowal Investment Group increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 25% in Q3 2024, buying an estimated $790K and bringing the position to 126,989 shares worth $4.2M. The position accounts for 0.77% of the portfolio, ranked #17.

Kowal Investment Group first reported a position in SMIZ in Q4 2023 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold SMIZ as of Q3 2024.

  • Kowal Investment Group held 126,989 shares of Zacks Small/Mid Cap ETF worth $4.2M as of Q3 2024.
  • Kowal Investment Group bought 25,044 Zacks Small/Mid Cap ETF shares in Q3 2024, an estimated $790K.
  • Zacks Small/Mid Cap ETF made up 0.77% of Kowal Investment Group's portfolio in Q3 2024, its #17 holding.
  • Kowal Investment Group first reported a position in Zacks Small/Mid Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.