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

UBS 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
2024
Q2 		– Sell
-31
Closed -$981 – 10035
2024
Q1 		$981 Buy
+31
New +$916 ﹤0.01% 8283

Other funds holding SMIZ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group's SMIZ Position: Q2 2024 in Review

UBS Group sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q2 2024, closing a stake of 31 shares — an estimated $981 sold.

UBS Group first reported a position in SMIZ in Q1 2024 and held it in 1 quarter. The position peaked at $981 in Q1 2024. 20 funds tracked by Wall St. Rank hold SMIZ as of Q2 2024.

  • UBS Group reported no remaining Zacks Small/Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
  • UBS Group sold 31 Zacks Small/Mid Cap ETF shares in Q2 2024, an estimated $981.
  • UBS Group first reported a position in Zacks Small/Mid Cap ETF in Q1 2024 and held it in 1 quarter.
  • UBS Group's Zacks Small/Mid Cap ETF position peaked at $981 in Q1 2024.
  • 20 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2024.

Based on UBS Group's 13F filing for Q2 2024, filed 14 Aug 2024.