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Latitude Advisors’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Latitude Advisors’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 		$343K Buy
7,685
+2,065
+37% +$86.3K 0.14% 167
2026
Q1 		$208K Buy
+5,620
New +$216K 0.1% 209

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
NWM
Navigation Wealth Management Fort Collins, Colorado $72.6M AUM 19.86% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

Latitude Advisors's SMIZ Position: Q2 2026 in Review

Latitude Advisors increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 37% in Q2 2026, buying an estimated $86.3K and bringing the position to 7,685 shares worth $343K. The position accounts for 0.14% of the portfolio, ranked #167.

Latitude Advisors first reported a position in SMIZ in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Latitude Advisors held 7,685 shares of Zacks Small/Mid Cap ETF worth $343K as of Q2 2026.
  • Latitude Advisors bought 2,065 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $86.3K.
  • Zacks Small/Mid Cap ETF made up 0.14% of Latitude Advisors's portfolio in Q2 2026, its #167 holding.
  • Latitude Advisors first reported a position in Zacks Small/Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.