Maia Wealth
SMIZ icon

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
Q3 		$3.43M Buy
83,739
+11,721
+16% +$497K 0.47% 59
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% +$9.9K 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

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
EV
EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return
Integrity Wealth Partners
Integrity Wealth Partners Walnut Creek, California $129M AUM
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Maia Wealth's SMIZ Position: Q3 2026 in Review

Maia Wealth increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 16% in Q3 2026, buying an estimated $497K and bringing the position to 83,739 shares worth $3.43M. The position accounts for 0.47% of the portfolio, ranked #59.

Maia Wealth first reported a position in SMIZ in Q4 2024 and has held it in 8 quarters since. 19 funds tracked by Wall St. Rank hold SMIZ as of Q3 2026.

  • Maia Wealth held 83,739 shares of Zacks Small/Mid Cap ETF worth $3.43M as of Q3 2026.
  • Maia Wealth bought 11,721 Zacks Small/Mid Cap ETF shares in Q3 2026, an estimated $497K.
  • Zacks Small/Mid Cap ETF made up 0.47% of Maia Wealth's portfolio in Q3 2026, its #59 holding.
  • Maia Wealth first reported a position in Zacks Small/Mid Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • 19 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.