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

Unique Wealth’s Portfolio SMIZ Stock Details SMIZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$412K Buy
12,144
+1,954
+19% +$66.2K 0.07% 124
2025
Q1 		$308K Buy
10,190
+3,330
+49% +$101K 0.06% 130
2024
Q4 		$228K Buy
+6,860
New +$228K 0.05% 129