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SMIZ icon

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

Simplicity Wealth’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 		$712K Sell
15,956
-1,424
-8% -$59.5K 0.02% 529
2026
Q1 		$644K Sell
17,380
-248
-1% -$9.55K 0.04% 397
2025
Q4 		$652K Sell
17,628
-8,815
-33% -$329K 0.04% 370
2025
Q3 		$988K Buy
+26,443
New +$943K 0.06% 293
2025
Q2 		– Sell
-22,961
Closed -$695K – 654
2025
Q1 		$695K Buy
+22,961
New +$749K 0.05% 292

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

Simplicity Wealth's SMIZ Position: Q2 2026 in Review

Simplicity Wealth reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 8.2% in Q2 2026, selling an estimated $59.5K and leaving 15,956 shares worth $712K. The position accounts for 0.02% of the portfolio, ranked #529.

Simplicity Wealth first reported a position in SMIZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $988K in Q3 2025. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Simplicity Wealth held 15,956 shares of Zacks Small/Mid Cap ETF worth $712K as of Q2 2026.
  • Simplicity Wealth sold 1,424 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $59.5K.
  • Zacks Small/Mid Cap ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #529 holding.
  • Simplicity Wealth first reported a position in Zacks Small/Mid Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Simplicity Wealth's Zacks Small/Mid Cap ETF position peaked at $988K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.