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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
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 $1.05B AUM 19.14% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
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
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Simplicity Wealth's SMIZ Position: Q1 2026 in Review

Simplicity Wealth reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 1.4% in Q1 2026, selling an estimated $9.55K and leaving 17,380 shares worth $644K. The position accounts for 0.04% of the portfolio, ranked #397.

Simplicity Wealth first reported a position in SMIZ in Q1 2025 and has held it in 4 quarters since. The position peaked at $988K in Q3 2025. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Simplicity Wealth held 17,380 shares of Zacks Small/Mid Cap ETF worth $644K as of Q1 2026.
  • Simplicity Wealth sold 248 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $9.55K.
  • Zacks Small/Mid Cap ETF made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #397 holding.
  • Simplicity Wealth first reported a position in Zacks Small/Mid Cap ETF in Q1 2025 and has held it in 4 quarters since.
  • Simplicity Wealth's Zacks Small/Mid Cap ETF position peaked at $988K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.