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Vise Technologies’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Vise Technologies’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 		$289K Sell
6,471
-7,985
-55% -$334K ﹤0.01% 1469
2026
Q1 		$535K Hold
14,456
– – 0.01% 833
2025
Q4 		$535K Buy
+14,456
New +$539K 0.01% 838

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

Vise Technologies's SMIZ Position: Q2 2026 in Review

Vise Technologies reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 55% in Q2 2026, selling an estimated $334K and leaving 6,471 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Vise Technologies first reported a position in SMIZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $535K in Q1 2026. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Vise Technologies held 6,471 shares of Zacks Small/Mid Cap ETF worth $289K as of Q2 2026.
  • Vise Technologies sold 7,985 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $334K.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1469 holding.
  • Vise Technologies first reported a position in Zacks Small/Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Vise Technologies's Zacks Small/Mid Cap ETF position peaked at $535K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.