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M1 Capital Management’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

M1 Capital 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
Q1 		$2.61M Buy
70,414
+4,594
+7% +$177K 1.2% 27
2025
Q4 		$2.43M Buy
65,820
+8,642
+15% +$322K 1.02% 29
2025
Q3 		$2.14M Buy
57,178
+21,026
+58% +$750K 0.92% 33
2025
Q2 		$1.23M Buy
36,152
+16,442
+83% +$518K 0.62% 34
2025
Q1 		$596K Buy
19,710
+8,695
+79% +$284K 0.37% 41
2024
Q4 		$365K Buy
+11,015
New +$381K 0.2% 60

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 $1.05B AUM 19.14% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

M1 Capital Management's SMIZ Position: Q1 2026 in Review

M1 Capital Management increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 7% in Q1 2026, buying an estimated $177K and bringing the position to 70,414 shares worth $2.61M. The position accounts for 1.2% of the portfolio, ranked #27.

M1 Capital Management first reported a position in SMIZ in Q4 2024 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • M1 Capital Management held 70,414 shares of Zacks Small/Mid Cap ETF worth $2.61M as of Q1 2026.
  • M1 Capital Management bought 4,594 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $177K.
  • Zacks Small/Mid Cap ETF made up 1.2% of M1 Capital Management's portfolio in Q1 2026, its #27 holding.
  • M1 Capital Management first reported a position in Zacks Small/Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.