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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.81M	Sell	53,369 -484	-0.9%	-$16.4K	0.77%	39
2025 Q1	$1.63M	Sell	53,853 -50,181	-48%	-$1.52M	0.81%	37
2024 Q4	$3.45M	Buy	104,034 +4,021	+4%	+$133K	1.72%	12
2024 Q3	$3.31M	Buy	+100,013	New	+$3.31M	1.85%	11