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PKS Advisory Services’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

PKS Advisory Services’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 		$940K Buy
+21,075
New +$880K 0.15% 139

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

PKS Advisory Services's SMIZ Position: Q2 2026 in Review

PKS Advisory Services opened a new position in Zacks Small/Mid Cap ETF (SMIZ) in Q2 2026: 21,075 shares worth $940K. The stake represents 0.15% of the portfolio and ranks #139 among its holdings.

73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • PKS Advisory Services held 21,075 shares of Zacks Small/Mid Cap ETF worth $940K as of Q2 2026.
  • Zacks Small/Mid Cap ETF was a new PKS Advisory Services position in Q2 2026.
  • Zacks Small/Mid Cap ETF made up 0.15% of PKS Advisory Services's portfolio in Q2 2026, its #139 holding.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.