TRUE Private Wealth Advisors’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

TRUE Private Wealth Advisors’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	$34.7M	Buy	776,904 +105,370	+16%	+$4.4M	2.99%	8
2026 Q1	$24.9M	Buy	671,534 +79,317	+13%	+$3.05M	2.37%	14
2025 Q4	$21.9M	Sell	592,217 -2,418	-0.4%	-$90.2K	2.19%	13
2025 Q3	$22.2M	Sell	594,635 -78,421	-12%	-$2.8M	2.27%	13
2025 Q2	$22.8M	Buy	673,056 +63,141	+10%	+$1.99M	2.56%	12
2025 Q1	$18.5M	Sell	609,915 -40,958	-6%	-$1.34M	2.24%	13
2024 Q4	$21.6M	Buy	650,873 +68,192	+12%	+$2.36M	2.62%	11
2024 Q3	$19.3M	Buy	582,681 +148,843	+34%	+$4.7M	2.3%	11
2024 Q2	$13.2M	Buy	+433,838	New	+$13.2M	1.5%	14

Other funds holding SMIZ

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return

SFG

Strive Financial Group Carmel, Indiana $231M AUM

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

NWM

Navigation Wealth Management Fort Collins, Colorado $72.6M AUM 19.86% 1-Year Est. Return

TRUE Private Wealth Advisors's SMIZ Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 16% in Q2 2026, buying an estimated $4.4M and bringing the position to 776,904 shares worth $34.7M. The position accounts for 2.99% of the portfolio, ranked #8.

TRUE Private Wealth Advisors first reported a position in SMIZ in Q2 2024 and has held it in 9 quarters since. 37 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

TRUE Private Wealth Advisors held 776,904 shares of Zacks Small/Mid Cap ETF worth $34.7M as of Q2 2026.
TRUE Private Wealth Advisors bought 105,370 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $4.4M.
Zacks Small/Mid Cap ETF made up 2.99% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #8 holding.
TRUE Private Wealth Advisors first reported a position in Zacks Small/Mid Cap ETF in Q2 2024 and has held it in 9 quarters since.
37 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.