Unique Wealth’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Unique Wealth’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	$714K	Buy	16,003 +1,222	+8%	+$51K	0.08%	125
2026 Q1	$548K	Buy	14,781 +985	+7%	+$37.9K	0.08%	116
2025 Q4	$510K	Buy	13,796 +1,603	+13%	+$59.8K	0.07%	124
2025 Q3	$455K	Buy	12,193 +49	+0.4%	+$1.75K	0.07%	119
2025 Q2	$412K	Buy	12,144 +1,954	+19%	+$61.5K	0.07%	124
2025 Q1	$308K	Buy	10,190 +3,330	+49%	+$109K	0.06%	130
2024 Q4	$228K	Buy	+6,860	New	+$237K	0.05%	129

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

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

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

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Unique Wealth's SMIZ Position: Q2 2026 in Review

Unique Wealth increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 8.3% in Q2 2026, buying an estimated $51K and bringing the position to 16,003 shares worth $714K. The position accounts for 0.08% of the portfolio, ranked #125.

Unique Wealth first reported a position in SMIZ in Q4 2024 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

Unique Wealth held 16,003 shares of Zacks Small/Mid Cap ETF worth $714K as of Q2 2026.
Unique Wealth bought 1,222 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $51K.
Zacks Small/Mid Cap ETF made up 0.08% of Unique Wealth's portfolio in Q2 2026, its #125 holding.
Unique Wealth first reported a position in Zacks Small/Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
29 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.