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 Q3	$629K	Sell	15,359 -644	-4%	-$27.3K	0.07%	134
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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Unique Wealth's SMIZ Position: Q3 2026 in Review

Unique Wealth reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 4% in Q3 2026, selling an estimated $27.3K and leaving 15,359 shares worth $629K. The position accounts for 0.07% of the portfolio, ranked #134.

Unique Wealth first reported a position in SMIZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $714K in Q2 2026. 28 funds tracked by Wall St. Rank hold SMIZ as of Q3 2026.

Unique Wealth held 15,359 shares of Zacks Small/Mid Cap ETF worth $629K as of Q3 2026.
Unique Wealth sold 644 Zacks Small/Mid Cap ETF shares in Q3 2026, an estimated $27.3K.
Zacks Small/Mid Cap ETF made up 0.07% of Unique Wealth's portfolio in Q3 2026, its #134 holding.
Unique Wealth first reported a position in Zacks Small/Mid Cap ETF in Q4 2024 and has held it in 8 quarters since.
Unique Wealth's Zacks Small/Mid Cap ETF position peaked at $714K in Q2 2026.
28 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.