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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
Q2 		$1.13M Sell
25,334
-124,064
-83% -$5.18M 0.43% 48
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 $1.16B 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

Wayfinding Financial's SMIZ Position: Q2 2026 in Review

Wayfinding Financial reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 83% in Q2 2026, selling an estimated $5.18M and leaving 25,334 shares worth $1.13M. The position accounts for 0.43% of the portfolio, ranked #48.

Wayfinding Financial first reported a position in SMIZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.62M in Q4 2025. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Wayfinding Financial held 25,334 shares of Zacks Small/Mid Cap ETF worth $1.13M as of Q2 2026.
  • Wayfinding Financial sold 124,064 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $5.18M.
  • Zacks Small/Mid Cap ETF made up 0.43% of Wayfinding Financial's portfolio in Q2 2026, its #48 holding.
  • Wayfinding Financial first reported a position in Zacks Small/Mid Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • Wayfinding Financial's Zacks Small/Mid Cap ETF position peaked at $5.62M in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.