Prosperity Financial Group’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Prosperity Financial Group’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	$2.31M	Buy	51,779 +540	+1%	+$22.6K	0.72%	42
2026 Q1	$1.9M	Sell	51,239 -2,023	-4%	-$77.9K	0.7%	39
2025 Q4	$1.97M	Sell	53,262 -133	-0.2%	-$4.96K	0.71%	37
2025 Q3	$1.99M	Buy	53,395 +26	+0%	+$927	0.73%	40
2025 Q2	$1.81M	Sell	53,369 -484	-0.9%	-$15.2K	0.77%	39
2025 Q1	$1.63M	Sell	53,853 -50,181	-48%	-$1.64M	0.81%	37
2024 Q4	$3.45M	Buy	104,034 +4,021	+4%	+$139K	1.72%	12
2024 Q3	$3.31M	Buy	+100,013	New	+$3.15M	1.85%	11

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prosperity Financial Group's SMIZ Position: Q2 2026 in Review

Prosperity Financial Group increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 1.1% in Q2 2026, buying an estimated $22.6K and bringing the position to 51,779 shares worth $2.31M. The position accounts for 0.72% of the portfolio, ranked #42.

Prosperity Financial Group first reported a position in SMIZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.45M in Q4 2024. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

Prosperity Financial Group held 51,779 shares of Zacks Small/Mid Cap ETF worth $2.31M as of Q2 2026.
Prosperity Financial Group bought 540 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $22.6K.
Zacks Small/Mid Cap ETF made up 0.72% of Prosperity Financial Group's portfolio in Q2 2026, its #42 holding.
Prosperity Financial Group first reported a position in Zacks Small/Mid Cap ETF in Q3 2024 and has held it in 8 quarters since.
Prosperity Financial Group's Zacks Small/Mid Cap ETF position peaked at $3.45M in Q4 2024.
73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.