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Maia Wealth’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Maia Wealth’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 		$3.21M Buy
72,018
+7,502
+12% +$313K 0.47% 60
2026
Q1 		$2.39M Buy
64,516
+19,105
+42% +$736K 0.4% 72
2025
Q4 		$1.77M Buy
45,411
+29,918
+193% +$1.12M 0.3% 95
2025
Q3 		$579K Buy
15,493
+278
+2% +$9.91K 0.1% 192
2025
Q2 		$516K Sell
15,215
-446
-3% -$14K 0.1% 191
2025
Q1 		$456K Buy
15,661
+7,041
+82% +$230K 0.1% 177
2024
Q4 		$294K Buy
+8,620
New +$298K 0.06% 231

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $128M AUM 22.81% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Maia Wealth's SMIZ Position: Q2 2026 in Review

Maia Wealth increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 12% in Q2 2026, buying an estimated $313K and bringing the position to 72,018 shares worth $3.21M. The position accounts for 0.47% of the portfolio, ranked #60.

Maia Wealth first reported a position in SMIZ in Q4 2024 and has held it in 7 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Maia Wealth held 72,018 shares of Zacks Small/Mid Cap ETF worth $3.21M as of Q2 2026.
  • Maia Wealth bought 7,502 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $313K.
  • Zacks Small/Mid Cap ETF made up 0.47% of Maia Wealth's portfolio in Q2 2026, its #60 holding.
  • Maia Wealth first reported a position in Zacks Small/Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.