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

Summit Financial’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 		$303K Sell
8,177
-75
-0.9% -$2.89K ﹤0.01% 1192
2025
Q4 		$307K Buy
8,252
+833
+11% +$31.1K ﹤0.01% 1079
2025
Q3 		$277K Buy
+7,419
New +$264K ﹤0.01% 1087

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

Summit Financial's SMIZ Position: Q1 2026 in Review

Summit Financial reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 0.91% in Q1 2026, selling an estimated $2.89K and leaving 8,177 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Summit Financial first reported a position in SMIZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $307K in Q4 2025. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Summit Financial held 8,177 shares of Zacks Small/Mid Cap ETF worth $303K as of Q1 2026.
  • Summit Financial sold 75 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $2.89K.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1192 holding.
  • Summit Financial first reported a position in Zacks Small/Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Zacks Small/Mid Cap ETF position peaked at $307K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.