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 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 $1.05B AUM 19.14% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIS

Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Prosperity Financial Group's SMIZ Position: Q1 2026 in Review

Prosperity Financial Group reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 3.8% in Q1 2026, selling an estimated $77.9K and leaving 51,239 shares worth $1.9M. The position accounts for 0.7% of the portfolio, ranked #39.

Prosperity Financial Group first reported a position in SMIZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.45M in Q4 2024. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

Prosperity Financial Group held 51,239 shares of Zacks Small/Mid Cap ETF worth $1.9M as of Q1 2026.
Prosperity Financial Group sold 2,023 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $77.9K.
Zacks Small/Mid Cap ETF made up 0.7% of Prosperity Financial Group's portfolio in Q1 2026, its #39 holding.
Prosperity Financial Group first reported a position in Zacks Small/Mid Cap ETF in Q3 2024 and has held it in 7 quarters since.
Prosperity Financial Group's Zacks Small/Mid Cap ETF position peaked at $3.45M in Q4 2024.
60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.