Osaic Holdings
SMIZ icon

Osaic Holdings’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Osaic Holdings’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 		$102K Buy
2,279
+2,108
+1,233% +$88K ﹤0.01% 4933
2026
Q1 		$6.34K Sell
171
-129
-43% -$4.97K ﹤0.01% 6557
2025
Q4 		$11.1K Hold
300
– – ﹤0.01% 6282
2025
Q3 		$11.2K Hold
300
– – ﹤0.01% 6294
2025
Q2 		$10.2K Sell
300
-300
-50% -$9.45K ﹤0.01% 6134
2025
Q1 		$18.2K Buy
600
+300
+100% +$9.79K ﹤0.01% 5427
2024
Q4 		$9.95K Buy
+300
New +$10.4K ﹤0.01% 5811

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

Osaic Holdings's SMIZ Position: Q2 2026 in Review

Osaic Holdings increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 1,233% in Q2 2026, buying an estimated $88K and bringing the position to 2,279 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #4933.

Osaic Holdings 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.

  • Osaic Holdings held 2,279 shares of Zacks Small/Mid Cap ETF worth $102K as of Q2 2026.
  • Osaic Holdings bought 2,108 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $88K.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4933 holding.
  • Osaic Holdings 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 Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.