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

LifePro 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
2024
Q3 		$723K Buy
21,835
+3,581
+20% +$113K 0.44% 66
2024
Q2 		$557K Buy
18,254
+1,254
+7% +$38.1K 0.4% 60
2024
Q1 		$538K Buy
17,000
+27
+0.2% +$798 0.36% 65
2023
Q4 		$485K Buy
+16,973
New +$439K 0.38% 60

Other funds holding SMIZ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 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
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 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 $271M AUM 30.27% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

LifePro Asset Management's SMIZ Position: Q3 2024 in Review

LifePro Asset Management increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 20% in Q3 2024, buying an estimated $113K and bringing the position to 21,835 shares worth $723K. The position accounts for 0.44% of the portfolio, ranked #66.

LifePro Asset Management 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.

  • LifePro Asset Management held 21,835 shares of Zacks Small/Mid Cap ETF worth $723K as of Q3 2024.
  • LifePro Asset Management bought 3,581 Zacks Small/Mid Cap ETF shares in Q3 2024, an estimated $113K.
  • Zacks Small/Mid Cap ETF made up 0.44% of LifePro Asset Management's portfolio in Q3 2024, its #66 holding.
  • LifePro Asset Management 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 LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.