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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$22.8M	Buy	673,056 +63,141	+10%	+$2.14M	2.56%	12
2025 Q1	$18.5M	Sell	609,915 -40,958	-6%	-$1.24M	2.24%	13
2024 Q4	$21.6M	Buy	650,873 +68,192	+12%	+$2.26M	2.62%	11
2024 Q3	$19.3M	Buy	582,681 +148,843	+34%	+$4.93M	2.3%	11
2024 Q2	$13.2M	Buy	+433,838	New	+$13.2M	1.5%	14