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Sanctuary Advisors’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Sanctuary Advisors’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 		$970K Buy
21,733
+38
+0.2% +$1.59K ﹤0.01% 1468
2026
Q1 		$804K Buy
21,695
+3,098
+17% +$119K ﹤0.01% 1470
2025
Q4 		$688K Buy
18,597
+2,099
+13% +$78.3K ﹤0.01% 1532
2025
Q3 		$616K Buy
16,498
+2,000
+14% +$71.3K ﹤0.01% 1578
2025
Q2 		$491K Hold
14,498
– – ﹤0.01% 1637
2025
Q1 		$439K Buy
14,498
+3,230
+29% +$105K ﹤0.01% 1596
2024
Q4 		$391K Buy
11,268
+4,161
+59% +$144K ﹤0.01% 1839
2024
Q3 		$258K Buy
+7,107
New +$224K ﹤0.01% 2090

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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Envestnet Asset Management
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CW
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanctuary Advisors's SMIZ Position: Q2 2026 in Review

Sanctuary Advisors increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 0.18% in Q2 2026, buying an estimated $1.59K and bringing the position to 21,733 shares worth $970K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Sanctuary Advisors first reported a position in SMIZ in Q3 2024 and has held it in 8 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Sanctuary Advisors held 21,733 shares of Zacks Small/Mid Cap ETF worth $970K as of Q2 2026.
  • Sanctuary Advisors bought 38 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $1.59K.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1468 holding.
  • Sanctuary Advisors first reported a position in Zacks Small/Mid Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.