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SMIZSMIZ
6 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in ZACKS TRUST

Yes. Envestnet holds 293,193 shares of SMIZ, worth $13.1M, as of its Q2 2026 13F filing. It increased the position by 87,969 shares (+42.9%) from Q1 2026. Envestnet has held SMIZ since Q1 2026, across 2 quarterly 13F filings.

Current Value

$13.1M

Current Shares

293,193

Total Value Change

+$11.8M

Total Shares Change

+250,860

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
293,193
+42.9%
$13.1M0.0%$44.62
38
2026-Q1
New
205,224
-
$7.6M0.0%$37.07
38
2025-Q4
Exited
0
-100.0%
$00.0%$36.99
0
2025-Q3
Decreased
47,340
-1.1%
$1.8M0.0%$37.13
0
2025-Q2
Increased
47,852
+13.0%
$1.6M0.0%$33.69
29
2025-Q1
New
42,333
-
$1.3M0.0%$30.07
35

Other major holders of SMIZ: Steward Partners Investment Advisory, LLC, TRUIST FINANCIAL CORP, LPL Financial LLC, Creative Planning, ZACKS INVESTMENT MANAGEMENT

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