Revisor Wealth Management’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Revisor Wealth Management’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	$357K	Buy	+9,641	New	+$371K	0.1%	223

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

Revisor Wealth Management's SMIZ Position: Q1 2026 in Review

Revisor Wealth Management opened a new position in Zacks Small/Mid Cap ETF (SMIZ) in Q1 2026: 9,641 shares worth $357K. The stake represents 0.1% of the portfolio and ranks #223 among its holdings.

60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

Revisor Wealth Management held 9,641 shares of Zacks Small/Mid Cap ETF worth $357K as of Q1 2026.
Zacks Small/Mid Cap ETF was a new Revisor Wealth Management position in Q1 2026.
Zacks Small/Mid Cap ETF made up 0.1% of Revisor Wealth Management's portfolio in Q1 2026, its #223 holding.
60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Revisor Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.