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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
Q2 		$11.9M Buy
266,062
+266,022
+665,055% +$11.1M 0.06% 305
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
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
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
SFG
Strive Financial Group Carmel, Indiana $230M AUM

Steward Partners Investment Advisory's SMIZ Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 665,055% in Q2 2026, buying an estimated $11.1M and bringing the position to 266,062 shares worth $11.9M. The position accounts for 0.06% of the portfolio, ranked #305.

Steward Partners Investment Advisory first reported a position in SMIZ in Q1 2025 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Steward Partners Investment Advisory held 266,062 shares of Zacks Small/Mid Cap ETF worth $11.9M as of Q2 2026.
  • Steward Partners Investment Advisory bought 266,022 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $11.1M.
  • Zacks Small/Mid Cap ETF made up 0.06% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #305 holding.
  • Steward Partners Investment Advisory first reported a position in Zacks Small/Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.