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Strive Financial Group’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Strive Financial Group’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 		$9.18M Buy
205,799
+160,506
+354% +$6.7M 3.99% 6
2026
Q1 		$1.68M Buy
45,293
+3,948
+10% +$152K 0.89% 34
2025
Q4 		$1.53M Buy
+41,345
New +$1.54M 0.81% 45

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

Strive Financial Group's SMIZ Position: Q2 2026 in Review

Strive Financial Group increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 354% in Q2 2026, buying an estimated $6.7M and bringing the position to 205,799 shares worth $9.18M. The position accounts for 3.99% of the portfolio, ranked #6.

Strive Financial Group first reported a position in SMIZ in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Strive Financial Group held 205,799 shares of Zacks Small/Mid Cap ETF worth $9.18M as of Q2 2026.
  • Strive Financial Group bought 160,506 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $6.7M.
  • Zacks Small/Mid Cap ETF made up 3.99% of Strive Financial Group's portfolio in Q2 2026, its #6 holding.
  • Strive Financial Group first reported a position in Zacks Small/Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.