VW
SMIZ icon

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

Vantus 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
2025
Q4 		$387K Buy
+10,451
New +$390K 0.28% 113

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 $1.05B AUM 19.14% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Vantus Wealth's SMIZ Position: Q4 2025 in Review

Vantus Wealth opened a new position in Zacks Small/Mid Cap ETF (SMIZ) in Q4 2025: 10,451 shares worth $387K. The stake represents 0.28% of the portfolio and ranks #113 among its holdings.

57 funds tracked by Wall St. Rank hold SMIZ as of Q4 2025.

  • Vantus Wealth held 10,451 shares of Zacks Small/Mid Cap ETF worth $387K as of Q4 2025.
  • Zacks Small/Mid Cap ETF was a new Vantus Wealth position in Q4 2025.
  • Zacks Small/Mid Cap ETF made up 0.28% of Vantus Wealth's portfolio in Q4 2025, its #113 holding.
  • 57 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q4 2025.

Based on Vantus Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.