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 Q3	$2.05M	Sell	50,018 -1,761	-3%	-$74.6K	0.6%	46
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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Strive Financial Group Carmel, Indiana $316M AUM 17.91% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Navigation Wealth Management Fort Collins, Colorado $66.1M AUM 12.42% 1-Year Est. Return

Prosperity Financial Group's SMIZ Position: Q3 2026 in Review

Prosperity Financial Group reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 3.4% in Q3 2026, selling an estimated $74.6K and leaving 50,018 shares worth $2.05M. The position accounts for 0.6% of the portfolio, ranked #46.

Prosperity Financial Group first reported a position in SMIZ in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.45M in Q4 2024. 43 funds tracked by Wall St. Rank hold SMIZ as of Q3 2026.

Prosperity Financial Group held 50,018 shares of Zacks Small/Mid Cap ETF worth $2.05M as of Q3 2026.
Prosperity Financial Group sold 1,761 Zacks Small/Mid Cap ETF shares in Q3 2026, an estimated $74.6K.
Zacks Small/Mid Cap ETF made up 0.6% of Prosperity Financial Group's portfolio in Q3 2026, its #46 holding.
Prosperity Financial Group first reported a position in Zacks Small/Mid Cap ETF in Q3 2024 and has held it in 9 quarters since.
Prosperity Financial Group's Zacks Small/Mid Cap ETF position peaked at $3.45M in Q4 2024.
43 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2026.

Based on Prosperity Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.