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Steward Partners Investment Advisory’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Steward Partners Investment Advisory’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 		$1.48K Hold
40
– – ﹤0.01% 4129
2025
Q4 		$1.48K Sell
40
-332
-89% -$12.4K ﹤0.01% 4021
2025
Q3 		$13.9K Hold
372
– – ﹤0.01% 3253
2025
Q2 		$12.6K Buy
372
+40
+12% +$1.26K ﹤0.01% 3111
2025
Q1 		$10K Buy
+332
New +$10.8K ﹤0.01% 3095

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
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 $571M AUM 21.17% 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 $1.88B AUM 29.07% 1-Year Est. Return

Steward Partners Investment Advisory's SMIZ Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Zacks Small/Mid Cap ETF (SMIZ) position steady in Q1 2026 at 40 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #4129.

Steward Partners Investment Advisory first reported a position in SMIZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $13.9K in Q3 2025. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Steward Partners Investment Advisory held 40 shares of Zacks Small/Mid Cap ETF worth $1.48K as of Q1 2026.
  • Steward Partners Investment Advisory left its Zacks Small/Mid Cap ETF share count unchanged in Q1 2026.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4129 holding.
  • Steward Partners Investment Advisory first reported a position in Zacks Small/Mid Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's Zacks Small/Mid Cap ETF position peaked at $13.9K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.