SPIA
SMIZ icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.6K Buy
372
+40
+12% +$1.36K ﹤0.01% 3111
2025
Q1 		$10K Buy
+332
New +$10K ﹤0.01% 3095