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SMIZSMIZ
7 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ZACKS SMALL/MID CAP ETF

OSAIC HOLDINGS, INC. holds 2,279 shares of SMIZ (ZACKS SMALL/MID CAP ETF), worth $101,687 as of 2026-Q2. The position was increased (+1232.8% shares). SMIZ represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$101,687

Current Shares

2,279

Total Value Change

+$91,733

Total Shares Change

+1,979

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2,279
+1232.8%
$101,6870.0%$44.62
35
2026-Q1
Decreased
171
-43.0%
$6,3380.0%$38.65
0
2025-Q4
Unchanged
300
0.0%
$11,0970.0%$37.44
0
2025-Q3
Unchanged
300
0.0%
$11,1870.0%$37.07
0
2025-Q2
Decreased
300
-50.0%
$10,1670.0%$33.59
0
2025-Q1
Increased
600
+100.0%
$18,1550.0%$30.07
20
2024-Q4
New
300
-
$9,9540.0%$33.04
26

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

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