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

Victory Financial 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
2026
Q2 		$273K Sell
6,118
-3,914
-39% -$163K 0.03% 323
2026
Q1 		$372K Sell
10,032
-4,923
-33% -$190K 0.05% 225
2025
Q4 		$553K Buy
14,955
+209
+1% +$7.8K 0.07% 172
2025
Q3 		$551K Buy
+14,746
New +$526K 0.08% 140

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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $128M AUM 22.81% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Victory Financial Group's SMIZ Position: Q2 2026 in Review

Victory Financial Group reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 39% in Q2 2026, selling an estimated $163K and leaving 6,118 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #323.

Victory Financial Group first reported a position in SMIZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $553K in Q4 2025. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Victory Financial Group held 6,118 shares of Zacks Small/Mid Cap ETF worth $273K as of Q2 2026.
  • Victory Financial Group sold 3,914 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $163K.
  • Zacks Small/Mid Cap ETF made up 0.03% of Victory Financial Group's portfolio in Q2 2026, its #323 holding.
  • Victory Financial Group first reported a position in Zacks Small/Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Victory Financial Group's Zacks Small/Mid Cap ETF position peaked at $553K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.