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

Wayfinding Financial’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 Q1	$5.54M	Sell	149,398 -1,581	-1%	-$60.9K	2.4%	12
2025 Q4	$5.62M	Buy	150,979 +1,912	+1%	+$71.3K	2.38%	11
2025 Q3	$5.57M	Buy	149,067 +168	+0.1%	+$5.99K	2.4%	11
2025 Q2	$5.16M	Buy	148,899 +6,922	+5%	+$218K	2.31%	12
2025 Q1	$4.29M	Buy	141,977 +2,811	+2%	+$91.7K	1.88%	12
2024 Q4	$4.76M	Sell	139,166 -3,445	-2%	-$119K	2.55%	9
2024 Q3	$4.72M	Sell	142,611 -1,012	-0.7%	-$31.9K	3.51%	8
2024 Q2	$4.38M	Sell	143,623 -713	-0.5%	-$21.7K	2.46%	9
2024 Q1	$4.4M	Buy	+144,336	New	+$4.26M	2.58%	8

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIS

Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wayfinding Financial's SMIZ Position: Q1 2026 in Review

Wayfinding Financial reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 1% in Q1 2026, selling an estimated $60.9K and leaving 149,398 shares worth $5.54M. The position accounts for 2.4% of the portfolio, ranked #12.

Wayfinding Financial first reported a position in SMIZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.62M in Q4 2025. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

Wayfinding Financial held 149,398 shares of Zacks Small/Mid Cap ETF worth $5.54M as of Q1 2026.
Wayfinding Financial sold 1,581 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $60.9K.
Zacks Small/Mid Cap ETF made up 2.4% of Wayfinding Financial's portfolio in Q1 2026, its #12 holding.
Wayfinding Financial first reported a position in Zacks Small/Mid Cap ETF in Q1 2024 and has held it in 9 quarters since.
Wayfinding Financial's Zacks Small/Mid Cap ETF position peaked at $5.62M in Q4 2025.
60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.